CA541 for a Trust

[jennysavakus6320]

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

[LindaS5247]

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.

See Also:

Form CA-541

Instructions for Form CA 541.

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