Sorry, I think I explained this poorly. Yes, she is a beneficiary. She is listed in the will as receiving X% of the estate. A family member physically handed her the check but the check is from the family trust account, not that individual's account. The family member informed us that this specific check was part of a distribution (100% of the account value, split among the beneficiaries) from a traditional IRA.
Regarding generating the quarterly tax vouchers, I am having difficulty finding that. I have the desktop version of TurboTax, not the online version. Is there a way to create the vouchers in that version or would I need to purchase the online version to do this?
