michele
Level 7
03-13-2024
04:39 PM
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Client comes in with trust not too much income. Had not done a grantor return in the past but mother had died and wants final year. They want the trust to pay the $300 as of course everyone has already filed their returns. I get final return and capital gains have not been fully distributed as a critical. Is there any way to do this keeping the beneficiaries off.
thx
Michele
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