I was just questioning whether the estate's 1099-R form needed to go to my mom, and found that it didn't since the information necessary was included on the K-1...
Thanks. My brother named my mom as his only beneficiary in his will, and had named beneficiaries on all of his investment and retirement accounts except for one...
This is the situation that I asked about yesterday, and was told here that the withheld federal and state taxes cannot be credited towards the beneficiary's tax...
