ROCKYMAJIC
Level 1
06-08-2023
12:27 PM
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I AM WORKING ON A FINAL TRUST RETURN. THE ORIGINAL BENEFICIARY HAS PASSED AND I NEED TO ISSUE A K-1 TO THE NEW BENEFICIARIES. I AM TRYING TO PASS THE LTCL TO THE NEW BENEFICIARIES.
SO BASICALLY I AM TRYING TO DELETE THE OLD BENEFICIARY AND REPLACE HER WITH THE NEW BENEFICIARIES. ANY ASSISTANCE WOULD BE APPRECIATED.
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