Thanks for the link, Maha. That's a great example, and the table on page one is exceptionally revealing. My concern would be that the rules have been subsequent...
Maha - can you find a citation for that? I haven't been able to find anything that didn't give a fairly strict timeline for the transfer, particularly for unmat...
It is unfortunate that this rollover didn't occur in 2018 or 2019. It would have been much simpler then, and there was no need to wait unless there were probate...
You may be running into "kiddy tax" on this, regardless of the amount. It all depends upon the source of the dividends. If they are from a private corporation (...
