- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
DISTRIBUTING MONEY FROM AN INHERITED IRA IN A TRUST TO A BENEFICIARY
As a Trustee if I distribute money from an Inherited IRA in a Trust to a Beneficiary and send a check does the check have to be deposited by the Beneficiary during the same tax year? For example, if I mailed a check on December 31st, 2024 to a Beneficiary but it wasn’t deposited until 2025. Are K-1’s for 2024 issued in 2025?
November 27, 2024
11:46 AM