deceased person

[jhmais2]

My wife passed away in Nov 2024.  I filed a joint return in 2024.  My wife had a trust account that I terminated in 2025.  It had eaned considerable income in 2025 before it was terminated.  Can I use turbo Tax to file a return for the terminated trust??

[M-MTax]

I am very sorry for your loss.

If you need to file a 1041 for the trust, you would need to use TurboTax Business (which only supports returns for entities, such as estates and trusts, but not personal income tax returns).

See https://turbotax.intuit.com/small-business-taxes/cd-download

Also, hopefully you applied for an EIN for the trust.

See https://www.irs.gov/charities-non-profits/employer-identification-number

[Opus 17]

If you are the only beneficiary of the trust, then sometimes it is allowed to report the income on your tax return as "income in respect of a decedent."  But I don't know if this is applicable in your specific situation.  You may want to read publication 559 on survivors, executors and administrators.

https://www.irs.gov/publications/p559

[M-MTax]

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@Opus 17 wrote:

If you are the only beneficiary of the trust, then sometimes it is allowed to report the income on your tax return as "income in respect of a decedent."

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IRD would NOT apply to a trust that is irrevocable or has become irrevocable, and a separate entity. So, the correct answer in that case would be never and not sometimes.

The concept is applicable to individual decedents and their estates.