Thanks. You just restated exactly where I began when posting my original question. I can try to call them, once again after sitting on the phone probably for ov...
I received a distribution from the deferred compensation and considered a nonqualified plan. The check was issued to me. So, should I expect a 1099-R as well as...
Thank you for your replies. In doing further research, I've read that the beneficiary of a nonqualified retirement plan (such as deferred compensaion) should be...
Sorry, what I forgot to include in my original post is that the estate has been closed and my spouse's estate return was filed last year. Further, the income pr...
