In order for Trust Interest Holders of Royalty Trusts to properly report tax consequences of ownership of a trust interest, certain information is needed. Historically, this information has been distributed by the Royalty Trust through annual tax packages or booklets to all Trust Interest Holders. Under the new (WHFIT) Widely Held Fixed Investment Trust regulations, this information must now be provided by the Nominees, such as Stifel.
Click the link below to read the Royalty Trust Booklets:
Royalty Trust Booklets for the 2019 tax year will be available upon receipt from the issuer. Issuers generally provide this information between February 15 and March 15.