sjrcpa
Level 15
04-26-2021
06:22 PM
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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?
The more I know the more I don’t know.