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Mark33
Level 2
April 16, 2023
Solved

Passing the federal income tax withheld in a trust to the beneficiaries

  • April 16, 2023
  • 1 reply
  • 22 views

Trust is beneficiary of a IRA.  The IRA distribution for 2022 withheld state and federal income taxes.  100% of the income is passed to the beneficiaries, how do I have these withheld taxes passed to the beneficiaries on their K-1

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Best answer by PhoebeRoberts

The technically right answer is that you can't. If you were to accidentally code the withholding as Backup Withholding, leaving it off the 1099-R input and entering it wherever backup withholding goes, it passes out just fine and the IRS won't complain.

1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community ChampionAnswer
Intuit Community Champion
April 16, 2023

The technically right answer is that you can't. If you were to accidentally code the withholding as Backup Withholding, leaving it off the 1099-R input and entering it wherever backup withholding goes, it passes out just fine and the IRS won't complain.

    M
    Mark33Author
    Level 2
    April 16, 2023

    thanks whatever works and no IRS hassles

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