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Retirement tax questions
If the 1099-R is in the name of the deceased and not the estate and was paid after death with other than a code 4 in box 7, then if the IRA custodian was notified of the death, the custodian should issue a corrected 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 31, 2019
5:50 PM