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Level 2
posted Feb 20, 2024 10:06:08 AM

663(b) Form Description of Distribution

Trust is making a 663(b) election.  The TT form that asks for an explanation of when and to whom the distributions were made also asks for a "Description of Distribution."  Do I write "K-1 and cash distribution" or "cash" or something else?

0 2 674
2 Replies
Level 15
Feb 20, 2024 10:09:12 AM

"Cash" is fine.

Level 2
Feb 20, 2024 10:10:32 AM

Thank you