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Pension - General or simplified rule
My Mom inherited her husband's pension. They will give her a set amount for 10 years. Then she will receive nothing further from the union pension. I have selected Survivors' benefits. Need to know if I should use the simplified or general rule. They also gave her a "13 month", It's a bonus check . I"m sure the funds are in the total, but when asked if the pension was given the 12 months, should I say yes, or enter 13?
March 21, 2022
12:41 PM