Thanks so much @Critter-3. 🙂 My only hesitation in handling it the way you suggest is Example 4 from 26 CFR § 1.36B-4(a)(4). Have you had a chance to take a look at that by chance? It’s just hard for me to understand if/how/where/when Example 4 would apply if not for this kind of situation. Your thoughts on that?
