Question is client was the beneficiary of an inheritance from a relitave in 2005 that was well below the taxable level. In 2006 the ins co called and said they overcharged him for his premiums and needed to refund the overpayment to my client. Is there any way to get this income excluded from income this year and be put into his estate?
Any help is greatly appriciated!!
Any help is greatly appriciated!!
Comment