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C
coupons
Level 2
March 9, 2022
Question

TRUST RETURN

  • March 9, 2022
  • 3 replies
  • 8 views

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
March 9, 2022

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.
    C
    couponsAuthor
    Level 2
    March 10, 2022

    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
    March 10, 2022

    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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