lbones
Level 5
02-27-2025
12:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Client is the beneficiary of a Trust that was closed out in Feb of 2024. The Trust has received a 1099R with some taxable income and federal withholdings. My thought process is that the withholdings will flow to the beneficiary in the form of a refund for the 1041. Is that correct?
Best Answer Click here
Labels