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Financial Planning / Tax Strategies
|Subject: Re: 1099 R overstated||Date: 5/20/2010 1:48 AM|
|Author: ptheland||Number: 110466 of 122084|
Aetna's level of incompetency is surprising. I have been through the drill of making death notifications a couple of times.
You're assuming Aetna was notified. I would not be surprised if Aetna was not notified of the death for several months.
Everyone handles the death of a loved one differently.
I'm just starting on the tax return for a client who pretty much shut down after his mother died. His 2007 tax return. He became very depressed and has taken almost three years to recover to the point of being functional again.
That's a bit unusual, I'm sure. But taking several months to notify all the appropriate parties after the death of a spouse would not surprise me at all. And if the notification didn't happen until 2010, Aetna is probably taking a conservative, but reasonable, approach to the 1099.
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