qbteachmt
Level 15
04-09-2023
11:22 AM
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"passed away in September of 2022"
Ask if there were any survivor benefits paid out, such as for health care coverage. Ask about in-plan rollovers or conversion to an annuity or LTC policy. Ask if something vested because of death as opposed to a regular schedule, so it isn't reported on the final W2. Ask them to find out whatever else happened that would explain this. Perhaps there was a loan out. It might not be wrong. It might not be coded properly, but the amounts might be right.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers