@mae5818estate wrote:
Did I mention the cash on hand at start of 2021 was more than the sale price of the residence itself? Income produced in 2021 was only distributed in 2021.
No you did not mention that fact and it is relevant to the allocation.
Personally, I would simply ensure that the three beneficiaries affected understand exactly what is happening with respect to their distributions for 2021 (i.e., their tax liability) and make the allocations accordingly.
