Does 1099-R with 4D distribution code payable to a Trust at the time of death receive a stepped up basis?

LJC61 · ‎12-07-2019

Taxpayer died and her Annuity was paid to her Trust ($400,000). Does that annuity receive a DOD stepped up basis to offset the taxable income?

IRonMaN · ‎12-07-2019

No

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