Distribution of IRA assets to Trust and then distributions to beneficiaries both occurred in 2017. Total distribution to beneficiaries in 2017 included bulk of Trust assets (inheritance) and all of IRA assets.
... View more
We provide you with a way to opt-out of advertising activities on our websites
We leverage outside service providers who assist us with our marketing and advertising activities. Note: by opting-out of this tracking, you may still see Intuit advertisements, but they may not be tailored to your interests.