Hi srjcpa,

Actually there is a 1099-R for a life insurance annuity and a 1099-DIV.  Both are in the trust's tax id and the name of the account is XXX FAM TRUST, XXX Trustee, Dated xx/xx/xx 

Does Decedent's Estate sound correct?  Since the trust was founded in 2017 Lacerte gives a message that since the decedent's estate has been open for more than two years, attach an explanation for the delay in closing the estate corresponds to line 8 being checked.