PatriciaV - Hopefully one last question on this. I have started completing the 1041 Estate tax return, doing it manually, just like the olden days. Although I initially started to compute the capital gains form Schedule D and the related 8949, that seems to be incorrect and adds complexity in my case. I have distributed the total assets of the trust account to each beneficiary, and I want all the capital gains and dividends and therefore any taxes due, to flow to the beneficiaries which seems easily accomplished on the K1 forms. It seems I need to show the K1 forms as totaling to the full assets of the trust. I am hoping this might be a more expeditious way to handle this even not exactly correct in terms of forms. What do you think?
