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New Member
posted Mar 27, 2025 5:39:28 AM

I received a lump sum payment from my father's retirement pay out when he passed away in 2024. How do I report this money?

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1 Replies
Expert Alumni
Mar 27, 2025 6:53:14 AM

Was the lump sum reported on an IRS form 1099-R or some other form?  Please clarify.