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Retirement tax questions
I had it all set up to not include any income on K1s due to no distributions. Then my cpa told me otherwise. I guess I will go back to him and figure out what to do.
And - I do understand my fiduciary responsibility and I would love to have this all done. The lawyer is in no hurry and all agree that this estate is very complicated. I'm doing the best I can.
Thank you
March 3, 2021
9:40 PM