The 1099-R amounts were approximated but box 6 + box 2a does = box 1.
At this point, I am not sure. My brother continue to get conflicting information.
It amazes me how complicated this estate return is for what really is a simple one 1099-R estate. I am a finance person and my brother an IT programmer. We asked our tax people at work, a CPA, TurboTax, reviewed the IRS tax guidelines and Googled other resources - and still do not feel comfortable with moving forward ourselves. So, we are taking this to a tax expert with estate experience to complete. 😕
He purchased TurboTax Business just for this purpose. Will they refund his money?
