Level 3

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.


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