Drphibes
Level 7
02-27-2025
11:27 PM
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Hi all!
Taxpayer died at the very end of 2023, he earned partial payment of pension for Dec but it was not paid out until Jan of 2024. 2024 1099R was issued in his name and Social Security number with substantial Fed and CA withholding. There is a 2024 Trust 1041 return being done (I'm doing it). I know I can put the income on the Trust return but how do I get the withholding transferred over to the Trust? Thanks in advance!
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