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Retirement tax questions
thanks for the feedback. I assume that on put the short term capital gain (increase in stock value from death date till distribution) as a short term capital gain on schedule d and use form 1116 to enter the taxes paid to canadian tax authority? In addition, form 3520, if the amount distributed in 2022 is over $100k?
thanks
Ron
‎February 19, 2023
6:30 PM