rpgonzalez
Returning Member

Get your taxes done using TurboTax

I checked my mother-in-law tax return and the trust was on her taxes.  The tax id on the 1099R & is the same as the EIN listed for the trust in her taxes.  So it appears that I should be filing my father-in-laws 1099R along with my mother-in-laws 2020 taxes, since her estate was settle in 2020.