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After you file
The trick would be cashing the check. It is made out to my father and there is no account left in his name. I suppose that I could tell the broker to reissue checks to the beneficaries listed on that account since he is deceased but the account was closed while he was alive. I doubt that will work. I am happy without the $161, I just do not want any hassles with the IRS when the broker sends a report (1099-R) to them in Jan 2020. Any chance of hassles?
‎November 18, 2019
11:25 AM