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Business & farm
bcv,
I appreciate your guidance on this issue, and I have two follow up questions:
1. Should I also be issuing a 1099-R to the Estate for its income amount, similar to what I am doing for the interest and dividends?
2. There was tax withheld from the last pension payment, and included in the 1099-R issued to the decedent. Can I leave that in the 1040, or does it also need to be split out?
Thank you very much!
‎April 11, 2025
7:01 PM