@Anonymous_I am assuming your "duplicate" is to your response on HEET: Charitable Beneficiary or Charitable Donation? recommending that "Frankly, you should seek professional tax guidance for this scenario. "
I am spot checking my CPA because I have always had a few questions and he has not provided satisfactory answers. So, I am asking the forum for additional thoughts.
Since the beneficiaries are skip-persons of the person who set up the trust, I would have selected the skip person box. However, my CPE has never selected this option.
I have interpreted this that because it is a trust not intended for skip-person distributions, the CPA has not selected this. However, the literature is vague, and I could also see selected the skip-person option.
I am curious to know if there is a clear determination or guidance on this selection.
I am also interested to know if anyone knows what this selection actually does besides move a checkmark.
I would appreciate thoughts and comments from the community.
