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  1. Estate Assets and Debts: Re: Administrator and Sole Beneficiary - 1041 Pass Through Eligiblility

    Yes, but how do you document the distribution? I asked the credit union to move money from the Estate account to my personal account but how would the IRS know this?
  2. Estate Assets and Debts: Re: Administrator and Sole Beneficiary - 1041 Pass Through Eligiblility

    Thanks for the helpful advice. The Estate tax rate is nearly 40% for income over 12K so passing it through to my individual return is a no-brainer.
  3. Estate Assets and Debts: Re: Administrator and Sole Beneficiary - 1041 Pass Through Eligiblility

    Maybe you misunderstood me. I was the sole beneficiary by default because I am the closest next of kin and there was no will. The IRA custodians issued the proceeds of the IRA's to the Estate and I...
  4. Estate Assets and Debts: 1041 Pass Through Eligiblility for an Inherited IRA

    My question involves estate proceedings in the state of: New York. Hello, my brother passed away last October without a will and I was the closest next of kin and thus the sole beneficiary. I am...
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