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Get your taxes done using TurboTax
@Christopher00 wrote:However, my CPA has been putting this under charitable Deductions.
I really doubt whether this is the correct treatment for this type of trust. I believe the charitable organization needs to be a beneficiary and a distribution made.
I would suggest seeking guidance from local legal (and/or tax) counsel who not only specializes in estate planning but is well versed in dealing with charitable trusts.
‎February 24, 2022
8:05 AM
1,181 Views