j-kanabis
Level 3
07-09-2020
10:43 AM
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I really appreciate the feedback . I know it is a distribution. I never said it wasn't. My original discussion was about whether the beneficiary could deduct all, part or none of it on his 1040 Sch A. Your response, correct me if I am wrong, on Sunday (3) was that he could; correct?
How could the beneficiary just realize this distribution when he needed to go to the Trustee for it since it was a significant amount?
Now was my replied statements yesterday incorrect? They are from an IRS Seminar.