If the reporter cashed the check for the month of death (and any later months), do not ask for a refund. Advise the reporter that the Treasury Department (TD) may request the funds back from the bank that cashed the check for a period of up to 12 months from the month that SSA learns of the death.
For example, if 5% of your non-Roth IRA are non-deductible contributions, then 5% of the conversion amount must be non-deductible contributions, and the rest must come from the deductible contributions, including earnings and rollover contributions.
If you don't keep the required records, the IRS can disallow your deduction. Tax Reporting Like other charitable donations, your charitable mileage write-off is an itemized deduction, which means you can only claim it if you give up your standard deduction.