gfizer Posted April 10, 2013 Report Posted April 10, 2013 It's late and my brain is about gone. I am working on a fiduciary tax return. Among the income items is a 1099-R for $63000 which represents distribution to the estate of an annuity owned by the decedent. This annuity was reported on Form 706 and estate tax was paid on it. Am I correct in saying that this annuity is IRD and that it qualifies for the estate tax deduction on the fiduciary return? Thanks for your help! Gina 1 Quote
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