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Retirement tax questions
Hi DianeW777,
I have more information that may better explain my situation, as I am still confused as to if and how I report this to the IRS.
- No estate funds were disbursed to the named beneficiaries, as none was available.
- All funds present in the estate were used to cover funeral expenses and most of the lawyer fees. I had to pay the remaining lawyer fees out of pocket.
- The 1099-C from is dated 12/2021.
If this still requires payment to the IRS, which return would it be filed on as his final return was filed in 2020?
Thank you!
‎January 26, 2022
10:51 AM