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Client received a 2020 w2 with wages from services performed as a minister. His housing allowance was included in his gross wages for social security and medicare. He retired and began receiving distributions from the rabbi trust. Per the plan, 25% of the annual distribution from the rabbi trust is designated to a housing allowance. Should the client have received (2) w2s? The client only received one and the $25k received from the rabbi trust was not included in box 1, but only reported in box 11.

My mom had a Pension. A QJSA. She divorced in 2006 and retired in 2011. In her divorce they each retained their own retirement acts. Free and clear from any claims of one another. Through her employer I was her beneficiary on her life ,ad&d, 401k while she was working. She has passed and the company said the beneficiary had been notified without another word spoken to me. Her attorney said that state law (Ohio) predeceases the ex in retirement plans with decree which she thought all would go to me (pension and other acts) I am her only child. Now, her employer said I was not the beneficiary although I showed them paperwork that I was, which was done at her retirement in 2011. EVEN THOUGH THEY NOW SAY, after 5 months of back and forth, that I’m not the beneficiary they want me to send in her death certificate? It does not make any sense. Not only am I dealing with the death of my best friend but her employer is making me feel like crap to be honest. It’s all so very sad and don’t know what to do at this point. Do I just give up? Do I let it go? My mom did not want him to have anything because he had his own and it was always her intentions for me to have her acts. I was also her power of attorney and we had bank acts together. I have taken a full notebook of notes with the conversations I have had with her benefits center and Human Resources. Any insight would be appreciated. Thank you so much! Quinan

COBRA is outrageously priced. Are there any associations (in Arizona or nationally) for Arizona retired primary and secondary teachers that offer a reasonably priced group Health Care Plan? Most primary and secondary teachers retire at age 52 and have to wait 13+ years for Medicare eligability. Any one with a lead for these people?