Filing a trust return

When and how to file a trust return, including exemptions from who should file a trust return and where to send the return.

New reporting requirements for trusts

All trusts, unless specific conditions are met, must file a trust return for tax years ending after December 30, 2023. Many trusts, including bare trusts, may need to file for the first time.

Refer to: New reporting requirements for trusts FAQ

Sections

Who should file

Who is responsible for filing a trust return

When to file

Find out when you need to file a trust return

How to file

Learn how to file a trust return

Where to file

Learn where to file your trust return

Related information

• New reporting requirements for trusts FAQ