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Broker credit check from 2005 and 2007
My father died Jan 2017. I was POA and executor. The estate was settled years ago. I recently got a check from his broker for $161. It is said to correct their mistakes in 2005 and 2007 and includes interest. He had closed that account a year or so before dying. They included a form that makes it possible to have them reissue the check to a provided "qualified plan name and address". I would be happy to have them send it all to the IRS. What is my best course of action?
Randy
‎November 18, 2019
7:54 AM