Level 3

Thank you for the correction on my wording and the clarification.   I guess there is an estate since the two small bank accounts were settled outside of beneficiary arrangements.

The 1040 has already been filed.  These items came up afterwards.  An amended return will have to be filed.  Question is, since the return has been filed, can she go ahead and roll over the loan offset and include on the amended return.  

Much appreciated.

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