If Lucas was Nina's beneficiary on her pension plan from Secure Retirement Strategies, the information in which boxes of the "Taxable Pension Calculation Using the Simplified Method" in BWO would have to be updated in order for the taxable amount of Nina's pension to be calculated correctly?

Answer rating: 100% (QA)

In the US when a beneficiary inherits a pension plan from the original plan participant certain tax implications and calculations come into play The T... View the full answer