It's in her best interest to do that anyway. The trust would pay more tax than she would. She will end up with more money after taxes if she pays the tax instead of the trust.Thanks, Peter. Normally that's probably true. But in 2013 she retired and got a lump sum package that pushed her income to over $150K so she's in 28% marginal bracket for 2013. Not sure what rate the trust would pay. Whole thing is beyond her control anyway. She's probably more upset about the late notification of the added tax than about paying it.
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