rabrahamadvisor y
Level 2
10-22-2024
11:11 PM
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Thank you @George4Tacks .
I don't believe any distributions were made in 2023 as I believe they were still undergoing the probate process in Oregon.
Regarding your point on listing beneficiaries: are you stating that according to each will/trust document, I should list beneficiaries on both the mother and father's 1041?