Anonymous ID: 62acda Dec. 31, 2025, 6:24 a.m. No.24051859   🗄️.is 🔗kun   >>1860 >>1866

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Incomplete Gift Non-Grantor (ING) Trusts

 

Overview

Starting January 1, 2023, income from an incomplete gift non-grantor (ING) trust must be reported on the grantor’s California income tax return. A qualified taxpayer is the grantor of the ING trust.

 

A qualified taxpayer must file a California Fiduciary Income Tax Return Form 541 to report taxable income from an ING trust. Check the box to designate the trust as an ING Trust.

 

Report income/losses and expenses/deductions from an ING trust using California Resident Income Tax Return Form 540.

 

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