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Get your taxes done using TurboTax
dmertz, I know this is an old topic but I have a similar situation. If after the IRA money is distributed to the Trust and passed thru to the beneficiaries, how many years does the trust have to do this? I am trying to minimize taxes to the beneficiaries so that they won’t get walloped with a high tax bill.
September 28, 2024
4:23 AM