zzz
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OK, will give it a try.I assume the durable POA is only valid during her lifetime, and afterwards I might need to file form 56Fiduciary Relationship to be repre...
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@Vanessa AI do have a Durable POA from her attorney for practically "all matters", but I was told that was not valid for IRS forms/returns, and had to get the 2...
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She is no longer able to sign any forms, that's why I got the POA a few years ago.
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@dmertzAIG did tell me that in the first calendar year, I could do a Roth trustee-trustee transfer, but not now. No further clarification on whether these were ...
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@Mike9241True -- there is no earned income.
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