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Retirement tax questions
"what happens if other people screw things up and I don't file properly?"
You'll file your individual tax return based on what ever you receive on a Schedule K-1 (Form 1041). If the estate files incorrect tax return, they'll need to amend. That that amendment changes the Schedule K-1) reporting, you'll likely need to amend as well.
‎February 27, 2025
5:23 AM