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That was always my thought process.
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THAT'S the component that was escaping me. Tunnel vision had me blinded...you've helped me see it in the proper light. Duh!!!😁👍Thanks so much for your input a...
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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 beneficia...
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So are you saying it should have been issued to the spouse when she rolled the inherited account over? The 1099-R was issued when the loan was essentially close...
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I see your point. The 1041 taxes the income at a higher rate. So amending and filing on the 1040 is a no-brainer, if it doesn't matter. I appreciate your input....
