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rmfrog1
Level 4
June 5, 2024
Solved

Does a trust have to pay Federal withholding tax when it pays distribution to beneficiaries?

  • June 5, 2024
  • 1 reply
  • 1 view
The trust is in Kansas, and Kansas requires 2.5% of distributable income to be withheld from receiving beneficiaries for income tax purposes. Does the IRS require similar withholding of income when a trust makes distributions to US citizens? I've searched the internet and found that only distributions to foreigners must have income withheld for tax purposes. Thanks.
Best answer by M-MTax

Does the IRS require similar withholding of income when a trust makes distributions to US citizens?

Generally, there is no federal withholding requirement when distributions are made to the beneficiaries of a trust. Some states have that provision to ensure out of state benes pay any state income tax that may be due.

1 reply

M-MTax
M-MTaxAnswer
Level 15
June 5, 2024

Does the IRS require similar withholding of income when a trust makes distributions to US citizens?

Generally, there is no federal withholding requirement when distributions are made to the beneficiaries of a trust. Some states have that provision to ensure out of state benes pay any state income tax that may be due.

R
rmfrog1Author
Level 4
June 7, 2024

Yes, that answers my question. Thanks for the prompt response.  This item can be 'closed'.  -R

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