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Question

I am filing a 1041 grantor trust, and I need help with the state filing obligation. Do I file in the state of the grantor or the trustee, or is there a different criteria

Forum|Forum|1 year ago
March 20, 2025
1 reply
0 views

There are only 2 income items which is 1099INT from a bank and I do not think this would be state sourced income.

Why are you filing a Form 1041 for a grantor trust? If a trust is a grantor trust, then the grantor is treated as the owner of the assets, the trust is disregarded as a separate tax entity, and all income is taxed to the grantor. Not tax return (state or federal) is required.

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A fiduciary has to file a 1041 even for a grantor trust unless one of the optional methods is chosen (or has been chosen).

See https://www.irs.gov/instructions/i1041#en_US_2024_publink1000286018

aheberAuthor

Thanks - Any idea on the states?