Hi do I need to join or something to get answers to questions?
JA: No, you can ask a one off question to try things out.
Customer: My aunt had a revocable trust. She passed away in April 2015. My plan was to let the trust pay taxes
and then distribute what is left to the beneficiaries
. Is that a valid option? There was $33006 in income and the trust would pay $11,300 in taxes rather than pass the burden
to all the beneficiaries.
JA: The Accountant will know how to help. Is there anything else the Accountant should be aware of?
Customer: HRBlock Business is trying to make me distribute all of the income. My lawyer had told me that my plan was valid.
JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the fully-refundable deposit now. While you're filling out that form
, I'll tell the Accountant about your situation and connect you two.