AIG now Western National Life Ins

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    AIG now Western National Life Ins

    Client brought in 1099-R's from Western Natl Life and notice the Payers EIN and address were the same as last year's 1099-R under the name AIG. Little heads up.
  • Jiggers
    Senior Member
    • Sep 2005
    • 1973

    #2
    1099 Name

    Originally posted by AZ-Tax
    Client brought in 1099-R's from Western Natl Life and notice the Payers EIN and address were the same as last year's 1099-R under the name AIG. Little heads up.

    Elderly lady came in during late January, without her tax stuff yet, complaining that she never received any money from Western Nat'L Life.........

    Spent about 15 minutes researching and found that same information.

    Then she remembered, she did get a letter........
    Jiggers, EA

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