BobKamman
Level 15
09-13-2025
07:52 PM
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Died in March of what year? If 2024, then income through date of wife's death goes on final 1040, income after that date goes on a 1041 return. Generally speaking. Every trust is different, except for the ones that are all alike because they use the same boilerplate language from a paper mill.
@sjrcpa If you don't like joint trusts, you're lucky you don't live in a community property state. I don't like people who bring their separate trusts from common-law states. Or, more often, all of the property is just in the husband's trust.