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Thanks for the additional info. You're correct.
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Given that I am E-Filing the return I will go with the other answer but thanks for your input.
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Thanks, we should have the 1099-R by 4/15/26 so after entering the info from it, I'll do what you've suggested since the daughter is the only child and very res...
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I am waiting for one last 1099-R which deceased taxpayer's daughter is obtaining.I saw online (not here) that I can E-File the return and make a note of the dat...
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Bob Kamman:I love your response! Sorry about the errors - I do my best to get things right but clearly got those two words wrong when referring to the UPIA.I'm ...
