Sorting out taxes and reporting for a deceased employee
BMT Office Administration
JUNE 16, 2023
Are there special reporting requirements? You also need to dig out the employee’s 401(k) beneficiary form—401(k) assets move independently from the employee’s will, so you need to know who the beneficiaries are. Reporting rules Tricky withholding rules lead to tricky reporting rules. What pay is taxable?
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