BobKamman
Level 15
Tuesday
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The withholding on the IRA was voluntary, so someone screwed up. Yes, the refund goes to the estate, but the K-1 from the estate's 1041 should not show more than the actual cash distributed to the mother (the net paid, not the gross). She pays tax on that now -- she still has the money, right? -- and then on the withholding when it is distributed to her this year.