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I have a client who received a Form 3520-A that was filed by the trustee. Where do I report the distribution on his Form 1040? First time coming across this. Th...
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Client received a Form 3520-A from his foreign based employer. Where does the distribution information on that form get reported on his Form 1040?
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40 year old passed away in 2018 with a 401(k) that is mother is a named beneficiary. She did not reach out to take ownership of the assets until 2024, nor did s...
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Family of 5 siblings are beneficiaries of a beach house in a revocable trust whose grantor has passed away. Siblings are considering either leaving the asset in...
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Yes, it was originally done for medicaid reasons. After the husband died, the wife decided to move in with her daughter and the trust sold the house.
