TSW
Level 3
04-09-2024
09:07 PM
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Client passed away 2 years ago, the family opened an estate/trust for him with his rental property. However, 3 1099-R's were sent to the deceased tax payer in 2023 under his social security number, rather than the estate EIN. They deposited the funds into to the trust, there were some federal taxes with held. How is this to be entered?
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