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February 8, 2025
Question

My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

  • February 8, 2025
  • 1 reply
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1 reply

February 8, 2025

The 1099-R should be reported by the trust and the trust files and pays the tax (technically) before you receive the distribution. You are the beneficiary of the trust.