Greta
Level 9
02-20-2020
08:11 AM
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The issuing Fidelity say that it cannot be corrected into her name. (He died in June 2018 and they were promptly informed. They switched to her name halfway thru 2019.) Do I report in her name, both distribution and federal withholding even if SSN's don't match?
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Just-Lisa-Now-
Level 15
02-20-2020
08:24 AM
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It would go on his estate tax return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
02-20-2020
08:25 AM
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Yes, assuming that she received all the money.
** I'm still a champion... of the world! Even without The Lounge.
Terry53029
Level 14
02-20-2020
08:25 AM
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That is what I have done, and also attach an explanation