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Retirement tax questions
Thanks Tagteam. So even though I made $15,000 distributions to each of 3 beneficiaries in 2015, which is about half of their total inheritance, I only give them a k1 AFTER I close the estate in June 2016. I would include both the 2015 and 16 distributions in their 2016 K1. Do I have that correct? Thank you for advice!
May 31, 2019
5:06 PM