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My mom died on Jan. 8. I guess I'll have to file two final returns for her: 2023 and 2024. Should I enter the "unrecovered investment in pension" this year or next year?
(A letter from pension plan letter said it "may be recovered against taxable income for 2024 or by revisiting a prior year's tax return.")
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March 27, 2024
8:08 PM