I've seen three different recipient name formatting styles and wondering if experts on the forum would share their experience as to which they believe are corrrect/acceptable for an individual beneficiary (non-trust)...
Assume the decedent is CAROL DOE and the beneficiary is MARY DOE. Which of the following are acceptable Recipient Name formats on a 1099R for a Traditional Inherited IRA?
1) MARY DOE
2) MARY DOE BENE IRA
CAROL DOE DECD
3) CAROL DOE DECD IRA
FBO MARY DOE
(In all cases the TIN is that of MARY DOE)
