qbteachmt
Level 15
01-03-2025
11:14 AM
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"I maybe able to claim some of that as a donation"
If there are other beneficiaries and there is a beneficiary distribution, then just because one of them happens to be qualified for donations doesn't mean you can recharacterize their amount.
For example, if all beneficiaries get $10,000 each, that isn't also donation or split as partly donation, because it's already following the trust directive that everyone gets a beneficial distribution from the trust. The word "distribution" is a specific action, not in lieu of "donation" and not in addition, unless there are two different actions happening.
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