Jan 14, 2022
3:41:41pm
3:41:41pm
Our executor always makes us do an A/B comparison and reimburses the difference
We have to give them a number with and without the distribution and then the trust reimburses the tax difference. Even then the executor plays lots of games to optimize things for the trust based on beneficiary's tax situation and state.
It does make tax season complicated
It does make tax season complicated
Originally posted on Jan 14, 2022 at 3:41:41pm
Message modified by justAnotherCoug on Jan 14, 2022 at 3:42:56pm
- Previous username
- annapcoug
- Bio page
- justAnotherCoug
- Joined
- Sep 8, 2010
- Last login
- Apr 19, 2024
- Total posts
- 5,399 (10 FO)
Messages
Time
1/14/22 3:24pm
1/14/22 3:26pm
1/14/22 3:42pm
1/14/22 3:29pm
1/14/22 3:35pm
1/14/22 3:37pm
1/14/22 3:55pm
1/14/22 3:33pm