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arnolddr
Level 2
April 2, 2023
Question

Fiduciary tax return 1041, when living trust trustor dies

  • April 2, 2023
  • 1 reply
  • 13 views

After living trust trustor dies and home in trust sold in few months after death and proceeds has been distributed to 3 beneficiaries.  Is this complex trust which shows on form 1041? and schedule k should be distributed to each beneficiaries? and it is mandatory to file CA?

 

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1 reply

sjrcpa
sjrcpa
Level 15
April 2, 2023

Is this complex trust which shows on form 1041?  Yes

schedule k should be distributed to each beneficiaries? That would be K-1

it is mandatory to file CA? Yes if it is a CA trust; has a CA Tustee or beneficiary; and/or the property was in CA.

The more I know the more I don’t know.
    A
    arnolddrAuthor
    Level 2
    April 2, 2023

    Thank you. 

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