Solved
Question about filing for a trust or estate
Thanks in advance...
I have a couple, married in a community property state. The husband died. While reviewing the documents, discovered the husband set up a trust and excluded his wife, made his brother the executor and beneficiary but only included certain assets. Other assets were joint and went directly to the surviving wife. Fortunately, everything is amicable between the parties and the trust assets (roughly $250k) were distributed, including any income (interest) from assets, etc.
Question: does the estate or the trust have to file a return?
