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There has been no distributions. All the income is deferred and there are no plans to make any distributions in the near future.
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The proceeds were rolled over directly into another annuity. I agree, it does not appear that the son is entitled to anything, although the intent of the father...
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Thank you so much for your response. My apology. The 1099R (Code 6) was from the Ohio Insurance Company. The funds were paid to the Trust. In my 36 years of pra...
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The father's employer paid the annuity proceeds to the trust as a rollover (1099R Code 6). The Trust document does not address the annuity. It states the balanc...
