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1099R Distribution to Minor
I have prepared a tax return for minor family member that received ~$27k distribution which was reported on 1099-R. The distribution relates to death of father. It appears minor will be taxed at tax rate of surviving mother for both federal and California state taxes.
Appreciate if I can get confirmation that minor does need to pay taxes based on mother's tax rate.
Are there any exceptions minor can claim due to distribution being related to death of parent.
Thank you for advice.
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March 16, 2023
11:26 PM