Mark33
Level 1
04-15-2023
09:07 PM
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Trust is beneficiary of a IRA. The IRA distribution for 2022 withheld state and federal income taxes. 100% of the income is passed to the beneficiaries, how do I have these withheld taxes passed to the beneficiaries on their K-1
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Level 11
04-15-2023
09:16 PM
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The technically right answer is that you can't. If you were to accidentally code the withholding as Backup Withholding, leaving it off the 1099-R input and entering it wherever backup withholding goes, it passes out just fine and the IRS won't complain.
Mark33
Level 1
04-15-2023
09:18 PM
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thanks whatever works and no IRS hassles