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When I load Tax Advisor, I'm prompted to choose between setting up a Tax Plan or Setting up Qtrly estimated income tax pmts. If I set up a plan, I see that it i...
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You may be right. Medical expenses aren't really an expense of the trust. To qualify for deductions, the expense has to be incurred because of the existence of ...
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Grantor passed. His assets passed into an irrevocable trust (IT). Sole beneficiary is his spouse. Spouse has parkinsons and memory issues and lives in a memory ...