Thanks. I appreciate your feedback and I understand where you are coming from re: previous month payout but I'm not sure why, since someone is not working, that a check would be for a previous month. This scenario seems it would create timing issues (for tax returns) with income for a previous year (say Dec 2020) that was not received or accounted for in that year. It was received in Jan 2021, so seems like it should be 2021 income. The second payment was received Feb 2021 and is also 2021 income but she was not alive for that payment. It's probably more beneficial to account for both for her last return, as 'she' will get all the taxes back due to the low income number. I'm all for that, I just need to be sure that is correct. I suppose I need to contact the Plan people directly but I thought I'd start here. Thanks again!
