Bob81
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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....
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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?
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Thanks. I know that he did not receive any distributions from his insurance or annuity.
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Also, beneficiaries did take distributions in 2019 which exceed his RMD and are paying taxes on those if that makes any difference,
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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 ...
Activity Feed for Bob81
- Posted Re: 1099-R on Get your taxes done using TurboTax. April 10, 2020 2:13 PM
- Posted Re: 1099-R on Get your taxes done using TurboTax. April 10, 2020 2:01 PM
- Posted 1099-R on Get your taxes done using TurboTax. April 10, 2020 1:49 PM
- Posted Re: Investments on Retirement tax questions. March 11, 2020 3:05 PM
- Posted Re: Investments on Retirement tax questions. March 7, 2020 3:39 PM
- Posted Re: Investments on Retirement tax questions. March 7, 2020 2:49 PM
- Posted Investments on Retirement tax questions. March 7, 2020 1:49 PM