waynefs
Feb 23, 2013, 07:16 PM
My mother passed away in 2011 in Missouri. I received money that she had invested in a Pioneer Fund which stated my name Conduit TOD/MA "Subject to STA TOD Rules" I was told I would not owe taxes when I received this money BUT the IRS says otherwise. I received a 1099-B apparently which was reported and now I got a notice for past taxes. Do I owe taxes on this money?