Thank you Irene for the kind words and response.
Just so I'm clear, I file an Estate Return since there were dividends (and one final monthly annuity payment over $600) between her death and start of new estate.
Then I file a Trust Return to cover the capital gains/dividends and final annuity payout after the start of the new trust.
Since no money was delivered to the beneficiaries yet (most likely in March), do they still need to hold off filing for 2019 (Form K1) or will that happen for the 2020 return next year. If it still generates a K1 for 2019, I'll let my brother and sisters know to hold off until I complete mom's returns.
Thanks again for the help... much clearer now.
Jim
