Thanks. I guess technically from the IRS perspective, there needs to be a 1041 filed with the final return box checked? Or not? As you say, there isn't a filing...
Thanks for responding. I appreciate it, but I think I know all that. The MA W2 is definitely not all MA-based as described, neither pre-pandemic or during the M...
Thank you. Yes, I see that now. I figured it was too good to be true. Unfortunately, it was already distributed lump sum cash. No inherited IRA established. So ...
I was thrown off on the IRS Form 4972 instructions when it says a qualified lump sum distribution can't be an IRA Distribution? Isn't that the whole point? I'm ...
