reveillerd
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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...
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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...
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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...
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I think that the distribution should have been reported as a 1099-MISC under my SSN and name instead of her SSN with my name on a W2.
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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...
Activity Feed for reveillerd
- Cheered Re: Using IRS identity Protection PIN for mesquitebean. February 28, 2021 10:38 AM
- Posted Re: Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 8:30 PM
- Posted Re: Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 8:11 PM
- Posted Re: Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 7:42 PM
- Posted Re: Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 7:09 PM
- Posted Re: Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 7:05 PM
- Posted Deceased spouse social security number on W2 with my name for deferred compensation on Get your taxes done using TurboTax. February 7, 2021 5:43 PM
- Cheered Re: Inherited IRA for dmertz. March 18, 2020 3:29 PM