.. He had/has a trust with a bank. There were retirement accounts where the beneficiary was the “trust”.
I’ve been working with the broker explaining stuff and sending in trust documents etc.
All of the sudden, the retirement amounts landed into my personal funds account rather than my father’s trust account. I only discovered this today after logging in.
Will it trigger a tax event for me if I try to liquidate and put the funds into my father’s trust account?
I am so clueless as to what is going on with this probate nonsense!