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Level 2
posted Jan 6, 2022 10:22:43 AM

Section 663(b) distribution for trust (post year-end)

In the 2021 Turbotax business Step-by-Step interview for Form 1041 for trusts, where would I enter a section 663(b) distribution (which is a distribution to a beneficiary made after 12/31/21)?  The question that I see in the interview only asks if a distribution was made in 2021, not post 2021 (and within the allowed specified time period post year end).  Thanks in advance.

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1 Best answer
Level 15
Jan 6, 2022 11:53:14 AM

Select the FEDERAL TAXES tab, select Other, and then click the Start button to the right of Elections.

 

Check the box shown in the second screenshot.

 

 

 

 

2 Replies
Level 15
Jan 6, 2022 11:53:14 AM

Select the FEDERAL TAXES tab, select Other, and then click the Start button to the right of Elections.

 

Check the box shown in the second screenshot.

 

 

 

 

Level 2
Jan 20, 2022 1:30:05 PM

Perfect - that worked!  Thanks so much.