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If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

 
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If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

SuperUser Lisa995 is correct; you should report on a 1041 if you have an EIN for the trust. The link below provides optional methods of reporting in this manner.

https://www.irs.gov/instructions/i1041#idm140630131825216

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4 Replies

If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

Is the trust account in your SSN or the EIN of the trust?
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

ein of the trust

If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

The it would go on a trust 1041 return.
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

If I have a trust account , do I have to file form 1041 or can I include the investment info on my regular 1040 ?

SuperUser Lisa995 is correct; you should report on a 1041 if you have an EIN for the trust. The link below provides optional methods of reporting in this manner.

https://www.irs.gov/instructions/i1041#idm140630131825216

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