sjrcpa
Level 15

Is the wife living? If not, what does it say about when wife is not living? You haven't laid out how the adult child is entitled to anything.

"The father's employer paid the annuity proceeds to the trust as a rollover (1099R Code  6)" So it was cashed and put into the trust. Again, how is the adult child an annuitant if there is no longer an annuity?


Ex-AllStar