BobKamman
Level 15
08-07-2023
06:06 PM
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What was the date of death? Were the disributions made before or after that date? Do the 1099R's have the decedent SSN or the estate EIN? Were the beneficiaries named in a will or a trust? Is there a probate? Did the testamentary document (will or trust) give designated properties to designated beneficiaries, or were they just divided up according to some percentage formula? What happened to the decedent's cash?