heffner-sc
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here's the final piece after receiving this evening, an explanation by one of the two trustee as to why his CPA said my portion would be taxable. Since all ben...
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my conclusion is pretty much similar to yours ... this was after first, I was informed by the trustee that while his 'fee' was taxable, mine would not be. Howev...
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to be clear, I was not a Trustee, I was a successor Trustee, but without that role materializing, I was (I believe) simply a beneficiary) - does that change the...
Activity Feed for heffner-sc
- Posted Re: Co-Trustees of my uncle's estate, shared a portion of their fee with me … is this portion of their fee given to me as cash, taxable? on Retirement tax questions. November 8, 2023 7:51 PM
- Posted Re: Co-Trustees of my uncle's estate, shared a portion of their fee with me … is this portion of their fee given to me as cash, taxable? on Retirement tax questions. November 8, 2023 3:05 PM
- Posted Re: Co-Trustees of my uncle's estate, shared a portion of their fee with me … is this portion of their fee given to me as cash, taxable? on Retirement tax questions. November 8, 2023 2:20 PM
- Posted Co-Trustees of my uncle's estate, shared a portion of their fee with me … is this portion of their fee given to me as cash, taxable? on Retirement tax questions. November 8, 2023 11:36 AM