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Personal Finance (Not Investing) • Re: Who sends K-1s from trusts?

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As others have suggested it’s not a bad idea to pay a high quality CPA to do the first year return. Assuming they did the work correctly the IRS will be given an accurate first time presentation of the situation.

Then you can DIY with tax software and set up necessary overrides.

Statistics: Posted by nyclon — Tue Jan 21, 2025 4:01 pm



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