@radonnad wrote:
There was one annuity that the beneficiary was her estate (not in the trust) funds were not distributed until 2022 does that also need to be included?
About this 1099-R, who was named as the recipient on the form? Was the estate actually named?
For distributions after the close of the tax year (for the trust), you can make a Section 663(b) election to have the distribution treated as if it was made in the preceding tax year (2021). The distribution must be made within 65 days of the close of the tax year.
