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Level 1
posted Apr 13, 2024 1:40:02 PM

Filing my deceased mother's taxes. She had a trust & I opened an account for the trust after she passed. Do I deposit her refund in the trust acct or her personal acct?

She had a personal checking account with a small balance in it. I am not a signer on this account and at some point I need to get the funds out of that account but does it matter if I have the refund deposited in the trust account I opened or do I need to put it into her personal checking account?

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1 Best answer
Expert Alumni
Apr 13, 2024 1:51:04 PM

Do not put money in your deceased mother's personal account. You can put the money in your own personal account or the trust account, whichever you choose.

1 Replies
Expert Alumni
Apr 13, 2024 1:51:04 PM

Do not put money in your deceased mother's personal account. You can put the money in your own personal account or the trust account, whichever you choose.