Question about filing for a trust or estate

[JML222]

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?

[IRonMaN]

Did it generate any income while it was open?

[JML222]

yes, I think it was a few thousand, so I am guessing yes they need to file

[BobKamman]

@IRonMaN Did you miss the part about "the trust assets (roughly $250k) were distributed, including any income (interest) from assets, etc."

[IRonMaN · Accepted solution]

Yes, I did miss that - the Easter Bunny was blocking my view - and yes, he needs to file