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Level 3
posted Jan 22, 2024 8:18:59 AM

how to file for a living trust

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

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2 Replies
Level 15
Jan 22, 2024 8:22:50 AM

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.

Level 3
Jan 25, 2024 1:26:58 AM

Thank you very much.