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Financial Planning / Tax Strategies


Subject:  Re: 1099 R overstated Date:  5/19/2010  8:05 PM
Author:  nwvic Number:  110458 of 123001

So the income was constructively received.

Hmm, payee was not alive to cash the checks so checks issued in error were not received by payee/decedent. Cash basis taxpayer - I don't see constructive receipt, but that doesn't mean the IRS won't.

When did the client return the checks to Aetna? In 2009 or 2010?

I believe c