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Level 2
posted Feb 15, 2024 6:46:45 AM

Simple Trust

My brother and I inherited a home when my Mom passed away and at the beginning of 2023 we put that home in a trust.  It is s simple trust. We began renting it out in Feb of 2023. My questions:

  • Do we need to file a 1041?
  • Do we depreciate the property? If so, what do we use for the figure?
  • Do we both get K-1's from the trust(even though the expenses exceeded the costs?

I am a bit lost on this?

0 8 522
8 Replies
Level 2
Feb 15, 2024 6:48:34 AM

Sorry it says in the docs it is a Trust Estate?

Level 15
Feb 15, 2024 9:07:51 AM

Level 2
Feb 15, 2024 9:22:58 AM

I am sorry I was reading the wrong document.  It is a revocable trust that we have, I am new to these things.  So we have to file the 1041.  Do we get K-1's from it that we need to put on our personal taxes?

Also, does Turbo Tax prepare 1041's?

Level 15
Feb 15, 2024 9:27:03 AM

Level 2
Feb 15, 2024 9:35:36 AM

Yes, so we have an EIN, our attorneys filed for that.  

So we have to wait until the trust is done to file our personal taxes, correct?

Does Turbo Tax prepare Trust returns?

Level 15
Feb 15, 2024 9:44:26 AM

Level 2
Feb 15, 2024 1:40:52 PM

Thank you for your help.  I want to hire Turbo Tax do do this.  Do they need to depreciate the property?

Level 15
Feb 15, 2024 1:45:57 PM