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Get your taxes done using TurboTax
In this case I would do the 1099-INT for the trust. $3700 is enough to get your return flagged and get a letter from the IRS so avoiding all of the hassles associated with that seems like a good way to go.
Do a 1099-INT from you to the trust with the full distribution.
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‎January 28, 2025
9:42 AM