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Reply #5: A little more information. [View All]

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Home » Discuss » Topic Forums » Economy Donate to DU
TNDemo Donating Member (1000+ posts) Send PM | Profile | Ignore Sat Feb-14-04 02:19 PM
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5. A little more information.
I was her conservator (she had Alzheimer's) and I elected to take a five year payout of the annuity to help pay for her nursing home. She was 4+ years into the payout when she died. I had been asked at the time I took the payout about rolling it into an IRA but don't think I got asked this time. I know that the amount she was getting from the annuity was taxable to her in years past and I assume the part I got is going to be taxable too but that table for determining whether it was taxable kinda threw me off.
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