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Form 1041
My mother left money to her grandchildren and assets to my siblings and I, who disclaimed part of these assets in favor of our children. As Executrix, when I fill in form 1041 it asks for the names, social security numbers and amounts the beneficiaries received. Do I post just the cash distributed or do I include the value of the assets/shares/etc?
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March 31, 2025
10:16 AM