@LudwigVan_fan Fidelity advised that a trustee to trustee rollover should be possible within the 60 day period. Granted, they haven’t always seemed to know what to make of this situation so I’m inclined to believe what you are saying but everyone I speak, even “experts”, have given different answers. Once creditors are paid off and probate closes the entire estate account will be disbursed in a one time distribution to my fathers trust, per his will. I was under the impression the estate would be subject to income taxes prior to distribution but you are making it seem as if the tax burden would fall on whoever receives the distribution?
