My mother passed away 12/27/22. In early February 2023 I realized my moms trust attorney had not put her home in the revocable trust, (middle of covid is the excuse) I hired a estate attorney who filed a hegstad petition and I got it approved in October 2023, and the deed was put back in the trust and recorded this January 2024.
There are 3 trustees (my 2 sisters & I) and 3 beneficiaries ( my 2 sisters and I).
My question is: Do I need to file an Estate and or trust return if my mom's home didn't generate any income in 2023?
I just paid the mortgage and bills and didn't distribute any monies to beneficiaries as it was in probate (so to speak). My Parents were hoarders and all 3 of us have been discarding garbage and giving items to donation.
I did her final return for 2022 in March 2023 and I have an EIN #
the plan is to have estate sale and sell home this year 2024 and then so the final trust return.
Home in San Jose, ca
Thank You
