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New Member
posted Jun 4, 2019 8:39:25 PM

How to report the ownership transfer of rental property reported on Schedule E to a trust? The transfer is nontaxable. The trust will file a form 1041 going forward.

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Level 15
Jun 4, 2019 8:39:26 PM

"The transfer is nontaxable."

From a federal income tax perspective, the transfer does not need to be reported (since there is obviously no consideration being paid) and the trust will take a carryover basis in the property (accumulated depreciation included).

However, the transfer could be considered a gift (possibly requiring that a gift tax return be filed) depending upon who currently owns the property and the beneficiary(ies) of the trust. 

4 Replies
Level 15
Jun 4, 2019 8:39:26 PM

"The transfer is nontaxable."

From a federal income tax perspective, the transfer does not need to be reported (since there is obviously no consideration being paid) and the trust will take a carryover basis in the property (accumulated depreciation included).

However, the transfer could be considered a gift (possibly requiring that a gift tax return be filed) depending upon who currently owns the property and the beneficiary(ies) of the trust. 

Level 10
Jun 4, 2019 8:39:27 PM

I think the question is about how to report in TT on the individual owner's Schedule E for the final year.

Question for the original poster, can you verify that the new trust is a non-grantor trust? That is implied by its filing a 1041, but even grantor trusts can file a 1041.

New Member
Jun 4, 2019 8:39:29 PM

Yes, do I need to report the property's disposal (transfer on the individual owners' Schedule E on the Form 1040 in the year it was transferred to the trust? The new trust is a non-grantor trust.

Level 10
Jun 4, 2019 8:39:30 PM

@jnakobus  Thank you for the clarification. First thought is that since this is a gift to a non-grantor trust (we assume from your statement about non-taxable) you will almost certainly need to file a federal gift tax return for the year of the gift. (Form 709). You won't owe any gift tax unless the property is worth more than about $5M or you have made $5m in lifetime gifts, but you must file the return. (Sometimes gifts can be split or combined with spouses.) You will need an estate or tax attorney for assistance with that.

But I also think you are going to have to seek the advice of a tax professional to get the answer the 1040 Schedule C disposition question. My inclination is that you should walk through the sale or disposition interview in TT just giving zero as the sales price. But I'm not sure.

On the trust side you would do the opposite. Enter it as a purchase, enter all the depreciable property etc. The basis will generally carry over. This prior question and answer, while not entirely on point may point out some of the complexities.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3930472-tax-on-giving-rental-property-as-a-gift">https://ttlc.intuit.com/questions/3930472-tax-on-giving-rental-property-as-a-gift</a>