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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Re: client who used to work for the IRS has a pension and needs a beneficiary form how to get one
client who used to work for the IRS has a pension and needs a beneficiary form how to get one
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corinnerichard
Level 3
09-26-2023
09:06 AM
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please reply [removed] for answer to my question of how to obtain a beneficiary change form for my client who used to work for the irs and has a pension
thank you
[removed]
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3 Comments 3
George4Tacks
Level 15
09-26-2023
09:12 AM
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Look at his 1099 and contact the payer.
Answers are easy. Questions are hard!
George4Tacks
Level 15
09-26-2023
09:13 AM
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It is best not to put your personal e-mail on a public forum.
Answers are easy. Questions are hard!
qbteachmt
Level 15
09-26-2023
11:49 AM
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How is this a ProSeries Tax program use question?
Did you send the client to their OPM Account? Or to OPM at all?
Here:
https://www.opm.gov/forms/pdf_fill/sf3102.pdf
You're welcome.
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