AmyT
New Member

Business & farm

Since you received an EIN in 2016, the IRS will be looking for a fiduciary return (Form 1041) for the trust, and may assess failure-to-file penalties.

You can file a zero activity return for the trust for 2016, since it was not funded in 2016.  The least expensive way to do this (since it will be a $0 return) is to download the form (https://www.irs.gov/pub/irs-pdf/f1041.pdf) and fill out the top portion, put a "0" on lines 9, 21, 22, 23, and 27.  You will also need to answer the check-box questions at the bottom of page 2 under "Other Information".

Your state may also have a filing requirement - it would be a good idea to check with the taxing authority to see if you also need to file a state return.

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