Thanks. I can try asking T. Rowe Price but it took multiple calls to get them to agree to issue a corrected 1099-R with the estate's EIN -- I was told at one point I needed to talk to a manager in "processing" and that one would call me before 4 pm (no call), then told "processing" doesn't speak directly to clients and the rep who told me that didn't know what they were talking about. But I can try!They need to issue the form to the estate. Then they need to correct your ssn's form to $0 or $1 (if they can't do $0) so that the IRS is not "confused"
Statistics: Posted by stevethefundguy — Fri Feb 21, 2025 12:13 am