What is DNI? Where do we make an entry in TTax to get the distributions onto line 8 of 1041?
How do we know the Fed & State income taxes are not backup withholding?
How do we know the taxes will be refunded to the trust by Fidelity who had both 403b & defined comp plans?
Do you have any reference we can take to Fidelity to prove they need to refund us the $? I bet they've already sent the withholdings to IRS & CA FTB.
It would be down right painful to have to wait until 2025 to get the taxes back to the trust and keep the estate open for another year for this item
