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Level 2
Mar 9, 2022 9:12 PM UTC
Question

TRUST RETURN

If the grantor dies, if he had a simple trust does it become a complex trust.  The assets have not been distributed.

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3 replies

sjrcpa
sjrcpa
Level 15
Mar 9, 2022 9:32 PM UTC

It becomes irrevocable, if it wasn't already, upon the grantor's death.

Simple or complex depends on the terms of the trust. 

The more I know the more I don’t know.
    couponsAuthor
    Level 2
    Mar 10, 2022 1:21 AM UTC

    The trust was set up as a simple trust.  If he passed away in 2020 how does the income pass thru to his personal return.  Does he have to file a 1040 even though he died in 2020.  I greatly appreciate your help regarding this matter.

     

    IRonMaN
    IRonMaN
    Level 15
    Mar 10, 2022 1:23 AM UTC

    The income earned up until the date of death goes on a 1040.  Income earned after that date goes on a 1041.

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