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Retirement tax questions
Ugh. Earlier version of Turbo Tax showed he received the EITC (did not have the limit at the total income level). So I used the info to determine distribution from a special needs trust. I have some flexibility, but of course undistributed is then taxed at the trust with unfavorable rates. Not that much money but for him, $400 matters!
‎June 1, 2019
10:17 AM