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March 27, 2025
Question

I received a lump sum payment from my father's retirement pay out when he passed away in 2024. How do I report this money?

  • March 27, 2025
  • 1 reply
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1 reply

March 27, 2025

Was the lump sum reported on an IRS form 1099-R or some other form?  Please clarify.

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