spudster
Returning Member

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?