dmertz
Level 15
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Retirement tax questions

The Schedule K-1 must be entered into the version of TurboTax for the year that includes the tax-year end-date shown at the top of the Schedule K-1.  That may or may not be 2023 TurboTax depending on the timeliness of the estate income tax return filing and whether or not the estate uses a fiscal or a calendar tax year.

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