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Thank for your answer.
I had a different tax accountant previously. This year, I switched to a new tax accountant. She told me that
"There is no need to amend previous years since it these distributions would not affect the overall tax result of the Trust and Individual returns. However, going forward we would need the list of all payments made from the bank accounts of the Trust."
Why does she need a list of all the payments made from the bank accounts of the trust?
May 3, 2021
11:22 PM