I recently established a revocable trust that I funded, I am the executor and the beneficiary, how does this change my filing process

Forum|Forum|1 year ago
October 30, 2024
1 reply
13 views

No text available

AmitaR

Employee Tax & Finance Expert

Hello dgd8927,

Any income from your revocable trust will be entered into your personal return. You do not have to file a separate return for this trust as long as you are alive.

Thanks for participating in TurboTax's Ask the Expert event today. I hope this information was helpful!

Have an amazing day.

AR (CPA 10+ years)

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

I recently established a revocable trust that I funded, I am the executor and the beneficiary, how does this change my filing process

1 reply

Unlock tailored help options in your account

Get answers to all your tax questions

Unlock tailored help options in your account

Get answers to all your tax questions

Sign up

Login with SSO

Let's get you signed in

Login with SSO