Hello, so in the event that the brokerage does not make the correction for tax year 2024 and makes the correction to issue the check to my wife for tax year 2025, that would be considered as 2025 event, and I don't have the report this distribution for tax year 2024, because the distribution would be made in 2025 and the corresponding 1099R will be issued for tax year 2025?
I guess it would depend on what the brokerage firm decides to do? My wife has not sent them the death certificate and we have not heard from them regarding what they plan to do.
