how to file for a living trust

[jrc0109]

Hi. Last year my wife and I, using a estate planning attorney, created a living trust. For tax purposes, we used my SS#. When I file this year using turbotax, what do we put in the Name field? Do I just put use our names as in the past, or do I have to file using the Trust name?

Thank you

John

[Anonymous_]

There are optional filing methods for the type of trust you have (a grantor trust).

See https://www.irs.gov/instructions/i1041#en_US_2023_publink1000286018

The trust is a disregarded entity and you use your SSN when you report.

[jrc0109]

Thank you very much.