Trust 65 Day Rule 2025

Trust 65 Day Rule 2025. Irc section 663 (b) allows a trustee to elect to treat distributions made during the first 65 days of the current tax year as distributions made during the immediately preceding tax. To determine if this election is optimal, there are many considerations advisors and trustees must make.


Trust 65 Day Rule 2025

To determine if this election is optimal, there are many considerations advisors and trustees must make. We explain the value for fiduciaries looking for tax efficiencies.

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