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h4ea
New Member

What documentation do I need to file taxes as my mom's house and bank account are in an irrevokable trust ?

Prior to passing my father had their house and checking account placed into an irrevocable trust.  My mom now lives with me and I don't know what is needed to file taxes on the trust.  She only gets about $20,000 in SSA payments and the house has no mortgage.

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RichardK
New Member

What documentation do I need to file taxes as my mom's house and bank account are in an irrevokable trust ?

The information you need should be either in the trust document or your fathers will.

The executor or administer of the trust should file a trust return Form 1041, click here for more information. You may want to talk to whoever drafted the trust document.

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RichardK
New Member

What documentation do I need to file taxes as my mom's house and bank account are in an irrevokable trust ?

The information you need should be either in the trust document or your fathers will.

The executor or administer of the trust should file a trust return Form 1041, click here for more information. You may want to talk to whoever drafted the trust document.

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