Public Law 119-73 (01/23/2026)

26 U.S.C. § 644

Taxable year of trusts

(a)

In general

For purposes of this subtitle, the taxable year of any trust shall be the calendar year.

(b)

Exception for trusts exempt from tax and charitable trusts

Subsection (a) shall not apply to a trust exempt from taxation under section 501(a) or to a trust described in section 4947(a)(1).

Pub. L. 99–514, title XIV, § 1403(a)100 Stat. 2713Pub. L. 105–34, title V, § 507(b)(1)111 Stat. 856(Added , , , § 645; renumbered § 644, , , .)

Editorial Notes

Prior Provisions

Pub. L. 94–455, title VII, § 701(e)(1)90 Stat. 1578Pub. L. 95–600, title VII, § 701(p)(1)92 Stat. 2908Pub. L. 96–471, § 2(b)(4)94 Stat. 2254Pub. L. 99–514, title XV, § 1511(c)(5)100 Stat. 2745Pub. L. 105–34, title V, § 507(b)(1)111 Stat. 856A prior section 644, added , , ; amended –(3), , ; , , ; , , , related to special rule for gain on property transferred to trust at less than fair market value, prior to repeal by , , .

Amendments

Pub. L. 105–34section 645 of this title1997— renumbered as this section.

Statutory Notes and Related Subsidiaries

Effective Date of 1997 Amendment

Pub. L. 105–34, title V, § 507(c)(2)111 Stat. 857

section 706 of this titlesection 644 of this titlesection 645 of this title“The amendments made by subsection (b) [amending , repealing , and renumbering as this section] shall apply to sales or exchanges after the date of the enactment of this Act [].”
, , , provided that:

Effective Date; Transition Rule

Pub. L. 99–514, title XIV, § 1403(c)100 Stat. 2713

“(1)

Effective date .—

The amendments made by this section [enacting this section] shall apply to taxable years beginning after .
“(2)

Transition rule .—

With respect to any trust beneficiary who is required to include in gross income amounts under sections 652(a) or 662(a) of the Internal Revenue Code of 1986 in the 1st taxable year of the beneficiary beginning after , by reason of any short taxable year of the trust required by the amendments made by this section, such income shall be ratably included in the income of the trust beneficiary over the 4-taxable year period beginning with such taxable year.”
, , , provided that:

Application of Transition Rules to Trust Beneficiaries to Which Section 664 Applies

Pub. L. 100–647, title I, § 1014(c)102 Stat. 3559

“(1)
Pub. L. 99–514 If a beneficiary of a trust to which section 664 of the 1986 Code applies elects (at such time and in such manner as the Secretary of the Treasury or his delegate may prescribe) to have this paragraph apply, such beneficiary shall be entitled to the benefits of section 1403(c)(2) of the Reform Act [, set out as an Effective Date; Transition Rule note above] with respect to amounts included in gross income under section 664(b) of the 1986 Code in the same manner as if such amounts were included in gross income under section 652(a) of the 1986 Code.
“(2)
Any trust beneficiary may elect (at such time and in such manner as the Secretary of the Treasury or his delegate may prescribe) to waive the benefits of section 1403(c)(2) of the Reform Act.
“(3)
(A)
Pub. L. 99–514section 1378 of this titlePub. L. 99–514 For purposes of determining the gross income of any pass-thru entity, such pass-thru entity shall not be allowed the benefits of section 806(e)(2)(C) [, set out as an Effective Date of 1986 Amendment note under ] (other than with respect to income from a common trust fund) or 1403(c)(2) of the Reform Act if such pass-thru entity is required to change its taxable year by reason of the amendments made by section 806 or 1403 of the Reform Act [, which enacted this section and amended sections 267, 441, 706, and 1378 of this title].
“(B)
For purposes of subparagraph (A), the term ‘pass-thru entity’ means any trust, partnership, S corporation, or common trust fund.
“(4)
Pub. L. 99–514 If any trust was required to change its taxable year by the amendments made by section 1403 of the Reform Act [, which enacted this section], such change shall be treated as initiated by such trust and approved by the Secretary of the Treasury or his delegate.”
, , , provided that: