" Can I choose to have the estate pay the tax rath...
Level 15

Retirement tax questions

" Can I choose to have the estate pay the tax rather than pass the liability on to the beneficiaries?"

 

No, not if all funds were distributed in 2018 and your final 1041 for the estate covers that tax year.

 

The distribution you made in 2018 carries with it distributable net income (DNI) which would be taxable to the beneficiary(ies) who received the distribution.

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