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Allocate RMD distribution to Trust not Beneficiary
We are filing a first return for a Special Needs Trust. The trust received several RMDs from a deceased parent and taxes were withheld. I want the Trust to take the full distribution and pay the taxes as the beneficiary. There is no money going to an individual - it is all going to the Trust. I'm using Turbotax Business and I cannot figure out how to change the allocation from 0 to a beneficiary and 100% to the Trust. What am I missing?
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March 9, 2023
4:41 PM