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The New DU. Reply #5: A little more information.
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TNDemo
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Sat Feb-14-04 02:19 PM
Response to Original message |
| 5. A little more information. |
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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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