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Retirement tax questions
I know this is an old thread but I have a related question. Assume the same facts (IRA lump sum reported as 1099-r income to the estate, multiple beneficiaries under the will). Can the fiduciary give the beneficiaries the option to take their share "pre-tax" (and provide the requisite K-1) or "post-tax" after the estate pays tax on the remainder of the income? (Assume the executor has the discretion to do so under the will and State probate law).
March 1, 2022
9:41 AM