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Level 1
posted Feb 25, 2024 5:01:14 PM

Form 1041-T for trust distribution

I am using the 65 day rule and making a trust distribution after year end. The IRS form say I must file an 1041-T with my trust return. Does Turbotax consider this? 

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1 Best answer
Level 15
Feb 25, 2024 6:09:48 PM

6 Replies
Level 15
Feb 25, 2024 5:22:19 PM

Level 1
Feb 25, 2024 5:42:50 PM

No, I want to distribute income from 2023 in 2024. It's the 65 day rule. Are you familiar? 

Level 15
Feb 25, 2024 6:04:15 PM


Level 1
Feb 25, 2024 6:06:44 PM

Does the step by step on the 1041 form give the option? If so, I didn't see it. 

Level 15
Feb 25, 2024 6:09:48 PM

Level 1
Feb 25, 2024 6:10:48 PM

Great! Thank you.