qbteachmt
Level 15
02-08-2022
02:31 PM
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The -R issued to the trust because of RMD? You call it "rolled over" but rolled over to what? Are you sure it wasn't Distributed into the Trust, and no longer exists? The type of trust matters, as do trust beneficiaries. I like to use references written for the consumer, along with IRS resources. I really like investopedia:
https://www.investopedia.com/retirement/designating-trust-as-retirement-beneficiary/
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Don't yell at us; we're volunteers