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posted May 31, 2019 11:39:39 PM

For a final 1041 with no prior year charity contribution set asides, do I have to file a 1041-a?

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Level 15
May 31, 2019 11:39:40 PM

"do I have to file a 1041-a?"

You are getting out of DIY territory with this one; charitable contribution rules for estates and trusts can be complex.

Generally, however, trusts claiming a Section 642(c) charitable deduction are required to file a 1041-A except for trusts that are required to distribute all of their income currently or wholly charitable trusts. Further, split-interest trusts file Form 5227, not Form 1041-A.

1 Replies
Level 15
May 31, 2019 11:39:40 PM

"do I have to file a 1041-a?"

You are getting out of DIY territory with this one; charitable contribution rules for estates and trusts can be complex.

Generally, however, trusts claiming a Section 642(c) charitable deduction are required to file a 1041-A except for trusts that are required to distribute all of their income currently or wholly charitable trusts. Further, split-interest trusts file Form 5227, not Form 1041-A.