The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  http://boards.fool.com/thanks-phil-for-the-good-advice-as-usual-that-31157284.aspx

Subject:  Re: 1040 for deceased taxpayer Date:  3/9/2014  12:59 AM
Author:  stockmover Number:  120404 of 122648

Thanks Phil for the good advice (as usual). That helps a lot. As for DW contacting them by phone ... she already has and they informed her that she first must file Form SF 1174 (a Military form)which she has mailed to them with a cover letter requesting the 1099-R. As far as getting the pertinent 1099-R information over the phone ... not a chance ... unless maybe your name is/was George Patton and you're a Four Star General.(shrugs)

Thanks again.

Rich
Arizona
Copyright 1996-2015 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us