Annuity Paid To Foreign Citizen
My client has an Aunt who is a citizen of Mexico and now lives in Mexico. YEARS ago she lived and worked in the US (California) and paid into a retirement. She found out last year Prudential had been trying to find her for years and paid her a huge lump sum of back distributions and started monthly distributions. My client just brought me the 1099-R (s) yesterday and I'm not sure how to file this. I thank you in advance for any guidance!
