turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

DaveSt
New Member

Last date in 2018 to make a distribution from a trust that will count for 2017

Latest date to take a distribution from a trust and count it for tax year 2017.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Last date in 2018 to make a distribution from a trust that will count for 2017

"Last date in 2018 to make a distribution from a trust that will count for 2017"

In order to count for the previous tax year, the distribution must be made within 65 days after the close of that tax year. 

See Treas. Reg. §1.663(b)-1

The last date in 2018 that would have counted as a distribution in 2017 was March 6, 2018.

View solution in original post

1 Reply

Last date in 2018 to make a distribution from a trust that will count for 2017

"Last date in 2018 to make a distribution from a trust that will count for 2017"

In order to count for the previous tax year, the distribution must be made within 65 days after the close of that tax year. 

See Treas. Reg. §1.663(b)-1

The last date in 2018 that would have counted as a distribution in 2017 was March 6, 2018.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies