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Get your taxes done using TurboTax
@dmertz wrote:
Given that this income to the trust was distributed from the trust to you, I don't think that it's plausible that the trust paid the taxes on the RMD.
I agree, but how does an "RMD" factor into the equation if, as @Leaminda indicated earlier, the 10-year rule is in force? In that regard, who is making the determination as to how much to distribute?
There are some, as yet, unanswered questions here.
‎June 23, 2022
3:47 PM