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Question on Fiduciary Title for form 1041 on an estate.
My mother had a revocable living trust in CA and passed away in 2022. I am the successor trustee of her living trust. I am using TurboTax Business to file taxes on her estate for the period of time after her death. TurboTax inserts Executor as the fiduciary title but I am actually a successor trustee. I can override the title in the actually 1041 form but I cannot do so for the CA equivalent form 541. Is the proper fiduciary title in my case okay to be executor as my title to be consistent on both forms?
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March 5, 2023
8:00 AM