Question on Fiduciary Title for form 1041 on an estate.

[spudster]

My mother had a revocable living trust in CA and passed away in 2022.  I am the successor trustee of her living trust.  I am using TurboTax Business to file taxes on her estate for the period of time after her death.  TurboTax inserts Executor as the fiduciary title but I am actually a successor trustee.  I can override the title in the actually 1041 form but I cannot do so for the CA equivalent form 541.  Is the proper fiduciary title in my case okay to be executor as my title to be consistent on both forms?

[Anonymous_]

When you started the return (1041), did you choose to start a return for a trust or estate?

[spudster]

I chose "Estate" since this is someone who passed away and there may be a will.  There is a pour over will included in her Living Trust.

[Anonymous_]

Regardless, you can change the fiduciary title in Forms Mode on the Worksheet.

[spudster]

I can for the Form 1041 but not for the CA form 541.  I just want to be consistent with how I sign my title on the IRS Form 56.  It's confusing if I am considered executor or successor trustee in this case.

[Anonymous_]

If you are filing a return for a trust (which appears to be the case), then you are a trustee.