@PhoebeRoberts @sjrcpa 

Thinking more about this and I have another question.

This is an irrevocable trust by law because the grantor passed, and the revocable trust became irrevocable.  (The only document that mentions the word irrevocable is the brokerage 1099).  For tax filing, this looks like an estate.  If so, I would check the estate box on page 1 then file it with a fiscal year (12 months from 3/30/23 DOD) without needing to do a 645 election.  I THINK this is correct but I don't do a lot of these.

We are past the time where a 645 election can be made (the deadline was yesterday!  aarggh.)

It is confusing.