KarenM90
Expert Alumni

Business & farm

No.  The tax return for 2019 will only include the dividend and other income received in 2019.  

 

Please refer to the IRS Form 1041 Instructions, page 20 (link below) which indicates that Line 2a - Total Ordinary Dividends should "Report the estate's or Trust's share of all dividends received during the Tax Year.  

 

Also, a quick reminder, please be sure to check for any carryovers from previous years and mark the return as "Final" so that the K-1's are marked Final also.  

 

Draft Instructions for Form 1041 2019

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