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Level 4
December 7, 2019
Solved

Deceased had a trust that contained only cash, it was transferred into the beneficiaries trust. Interest was under $100. Does a 1041 need to be done?

  • December 7, 2019
  • 2 replies
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Best answer by sjrcpa

The 1041 instructions have a section on filing requirements.

2 replies

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

The 1041 instructions have a section on filing requirements.

The more I know the more I don’t know.
Level 7
December 7, 2019

Has Trust filed before under EIN?  Might be good to file and mark it as Final so IRS expects nothing further.