Hey Stan,
Thank you for your condolences
Hopefully you did that in your name _as_beneficiary_ of your mother.
I worked with the broker who was handing the account for my mom (it's a
major brokerage) to make sure everything was done correctly. My mom had
named me beneficiary on every account
et this up?
2. As I am closing out some of her accounts (utilities, insurance,
cable, etc) she is being issued a refund. Which is being paid to me.
Should I just list this as "other income". Technically it is a refund,
but I did not make the original expense to be refunded for
T
