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1099-R came in name of Trust instead of my name.
My spouse died in 2022 and I started getting their state pension. The beneficiary was our trust, so the 1099-R has the Trust name on it, with ATTN to me. The Recipient's TIN is my SSN. So, do I just enter it into TT as mine?
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‎January 28, 2024
9:36 PM