CA541 for a Trust

jennysavakus6320 — Thu, 19 Mar 2026 23:22:36 GMT

The first question for the CA 541 is who created the trust. Are they asking for the original creators of the living revocable trust, in this case my parents many years ago? Or do they want my name the trustee of the now irrevocable trust that was created with a new EIN upon the death of the grantor on 12/15/2025

Re: CA541 for a Trust

LindaS5247 — Sun, 22 Mar 2026 17:01:50 GMT

The CA 541 (Fiduciary Income Tax Return) is asking you for the original creators of the trust which would be your parent who set up the trust. They are the Grantor of the Trust..

You would be the Fiduciary or Responsible Party, as you are now managing the irrevocable trust with the new EIN.

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CA541 for a Trust

Re: CA541 for a Trust

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