Business & farm

"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.

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