Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (15) | Ignore Thread Prev | Next
Author: ptheland Big gold star, 5000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121565  
Subject: Re: 1099 R overstated Date: 5/20/2010 1:48 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
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.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (15) | Ignore Thread Prev | Next


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Macro Economics

Russia Collapsing Again?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.