Never mind. I found the answer in the IRS instructions for 1040 Schedule D line 13: "If you received capital gain distributions as a nominee (that is, they were...
What if the capital gain is a distribution/reinvestment within a mutual fund? Same approach? (Mutual funds distributed/reinvested capital gains at the end of th...
A final observation (no reply needed, I just need to post to make me feel wrapped-up). From our conversation herein, I've come to believe that there is an OPTIO...
Excellent discussion, thank you.Here is the link to the blog:https://www.kitces.com/blog/fix-rmd-missed-forgotten-miscalculated-corrective-action-form-5329-pena...
Thank you for taking the time to reply. Correct: the estate is not a beneficiary. But from my reading of Kitces blog, if the beneficiaries never took the full R...
