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Retirement tax questions
Thank you so much @SabrinaD2 This definitely helps a lot but it also raises more questions. I'm pretty sure the 1041 and K-1 were not issued. So, to clarify, I should not be doing anything about this 1099-R?
If I might add to the first question, I'm looking at two checks right now. One is from the 1099-R / his IRA and the other is from the sale of the home and as well as another investment account. I've received no IRS related paperwork in regard to any of this.
Actually, the question I should be asking is what happens if other people screw things up and I don't file properly?
‎February 26, 2025
6:05 PM