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Retirement tax questions
Or will this be reported on a K-1 schedule from the trust and affect 2023 taxes for the beneficiaries? Bingo except if the estate took a 2022 distribution then it goes on a 2022 estate return form 1041 and passed thru to the beneficiaries on a 2022 K-1 form to go on their 2022 tax return.
‎January 15, 2023
6:29 AM