Thank you very much for your input. A couple follow-up questions:
- Does not the 1041 need to be filed in the year of a person's death? So, would it even be possible to file the Estate Tax Return for 2020?
- Most of the distributions (via brokerage account transfers to named beneficiaries) were made in 2019 or in the 65 day period following the calendar year 2019. There are some remaining transfers yet to be made that fall beyond the 65 day period. So is it acceptable for beneficiaries to report some distributions in 2019 and some in 2020?
