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Bob81
Returning Member
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  • Re: 1099-R

    Everything is in his name/ssn. He passed away at end of Novemeber 2019. His December payment was auto deposited before I could inform the financial institution....
    Bob81
    1
    Updated Apr 10, 2020

  • Re: 1099-R

    But they withdrew the last payment from his account, there will be no other payments in 2020. They'll issue a 1099 in 2020 for a negative amount?
    Bob81
    Updated Apr 10, 2020

  • Re: Investments

    Thanks. I know that he did not receive any distributions from his insurance or annuity.
    Bob81
    Updated Mar 11, 2020

  • Re: Investments

    Also, beneficiaries did take distributions in 2019 which exceed his RMD and are paying taxes on those if that makes any difference,
    Bob81
    2
    Updated Mar 11, 2020

  • Re: Investments

    He passed in Novrmber 2019 at 93 years old. I did receive 1099's for his income(pension and social security) but nothing for his investments which consisted of ...
    Bob81
    3
    Updated Mar 11, 2020
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