Stash026 Posted January 6, 2014 Posted January 6, 2014 This is probably an easy question, but I just want to make sure. Had a participant pass away and his spouse (beneficiary) took a full distribution. The question is, how is the 1099 completed? Is it with the participants name/SSN or the beneficiaries? Thanks in advance!
Flyboyjohn Posted January 6, 2014 Posted January 6, 2014 1099R is issued to the taxpayer who got the $$ (spouse in this case)
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