snsa
Level 2

Get your taxes done using TurboTax

OK, think I've got it---so since some distributions (i.e. transfers from brokerage account) were made in 2019, an Estate return will need to be filed for 2019, then for distributions in 2020 that are beyond the 65 day period, another 1041 will need to be filed for the 2020 year??

Thanks so much!