lyleKS
Level 3
09-26-2024
07:27 PM
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This was my thinking, especially since there's no benefit for taking the charitable contribution deduction, at least in my client's case. According to the instructions for Form 1041 "the trustee must file Form 1041-A for a trust that claims a charitable . . . deduction", so I'm taking this to mean that if there's no charitable contribution deduction then there's no need for the 1041-A. Thanks you the response.