Help! Weird spousal trust situation :)
Any advice appreciated! Spouse grew up in a VERY abusive home, but thankfully a distant grandma put them as a beneficiary of her trust so, on SO's birthday at a certain age, they'd get the money.
SO's bday was in Nov, but due to marriage that year and name change, as well as PTSD-induced anxiety, SO didn't cash the check until this week. Soooo we're not sure how to file this. would it fall under 2024 or 2025?
Outside of this, our taxes are simple: - SO's part time job - my full time job - SO's student loans - my student loans - And of course, SO's weird trust situation
Should I just go to H&R? Would hate to waste the money if it's simple. Any help or guidance is greatly appreciated!