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It involves death, and inheritance and who is liable for what portion of the tax burden (to put it simply, without writing a few paragraphs).
The exact dates are very important given the situation.
Thanks for the help.
The IRA distribution was made via ACH withdrawal.
I initiated it in late June, though it shows on my brokerage statement: 07/02/18 Distribution ACH WITHDRAWL $xxx
The money was received on July 3rd.
Should I go with the brokerage statement date?
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