AmyC
Expert Alumni

Retirement tax questions

My dad died late in Nov also. The IRS can see account values at the end of the year for everyone.  As long as you have the paperwork trail that shows you are doing your best to follow the rules, you don't need to worry.  If the IRS didn't have so much data available, it might be different. You are smart to ask questions and know you are doing the right thing.

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