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A TOD occurred, now estate requests partial liquidation of stock $100k & pay back to estate. How is that recorded by individual that rec'd TOD? Gift?.. estate tax?
A TOD occurred $200k+, now estate requests partial liquidation of stock $100k & pay back to estate. How is that recorded by individual that rec'd TOD? Gift?.. estate tax?
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May 31, 2019
5:58 PM