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1099-R received with my husband's TIN as beneficiary - amount in box 1 was distribution that occurred prior to his father's death
Should we call the bank and ask them to correct the 1099-R to reflect his father's TIN? My understanding is that this amount should be filed on his deceased father's final return which a refund will be due to my husband as the executor of the will.
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‎June 1, 2019
11:15 AM