grapegrower
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Sorry if my reply/initial question was confusing. The trust contained mutual funds, stock, cash and property. There was also property in the trust but it was tr...
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Not sure I follow. I didn't think there was any current tax liability for the mutual funds, at least for the trust, since no interest/dividends were made on the...
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Maybe I am misunderstanding something fundamental. The mutual funds were distributed "as is" between the beneficiaries (not liquidated). No income from those di...
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Mutual funds, stocks ... no cash yet.
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Thank you for such a well explained response. It was very helpful.
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