Sorry to press the point but I’m confused. My question was about satisfying the mothers RMDs in year of death only. I believe this is different than the future ...
The IRAs have not been moved into Inherited IRAs yet. The mother's IRAs are giving each beneficiary the option of taking their portion as lump sum or move $ to ...
Thanks. Just hoped there was another solution ..odd that 2 different schools report the same way, not sure if they will reissue ..anyway I have proof Ugrad port...
There is no credit on Federal return due to income limitations, the Issue is with NYS return (College tuition credit). I decided to enter just the undergraduate...
Unfortunately this didn't work. I entered as 2 separate 1098-Ts but NY seems to lump both together on form IT-272 (probably because if schools EIN ). I'm not su...
