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Deceased FIL reported trust income on his return. Passed 3/31. Do we report trust income on his return or trust return?

Forum|Forum|7 years ago
June 6, 2019
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Best answer by mglauner

Sorry for your loss. You can still file a personal tax return for him, since he passed in 2017.

You will indicate in the personal info section the date he passed, and that you are completing the return for him.

If he normally reported the trust income on his return, you would do the same, for the portion of the year prior to his death.

Here's some into that may help you:

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

M

mglaunerAnswer

Sorry for your loss. You can still file a personal tax return for him, since he passed in 2017.

You will indicate in the personal info section the date he passed, and that you are completing the return for him.

If he normally reported the trust income on his return, you would do the same, for the portion of the year prior to his death.

Here's some into that may help you:

https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4

R

RTW45459Author

Understood. However, we got one 1099-Div and one 1099-Int that reports income and dividends for the calendar year. How does one split that up pre and post passing? By splitting it up, the IRS computer is not going to get a match on reported income for either the Trust return or his personal return.