Thank you for your response. It is in an estate and I'm the executor as well as one of the heirs. The estate was given an EIN. I'll discuss with the probate att...
Thanks for your response. I appreciate you taking the time to share. I was told by a tax preparer I couldn't file a 2024 return becauseshe passed in 2023. Obvio...
Died Dec 17th. Payment recd for $3303 on Dec 20th. That payment was clawed back in January, BUT the 1099-R still reflects 12 monthly payments of $3303.Here is m...
