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I had a client pass in 2016 and she had annuities which many
I had a client pass in 2016 and she had annuities which many went directly to her charitable gift fund. The CPA says the 1099's are incorrect because they have the trust tax ID number on them … read more
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My father died in Feb 2016. He was 84 years old. of his
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A) I am executor fathers estate. He passed away in 2014 and
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My father passed away, and the sole beneficiary in s will is
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Client passed away Feb 16 , 2014. Executor contacted me.
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have a question about federal estate income taxes. My mom died
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When we file my fathers final tax return, do we have to use
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My father died on 10/08/2011. A 1040 has been filed for tax
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My aunt passed away and left a stock brokerage account of ...
My aunt passed away and left a stock brokerage account of several hundred thousand dollars. The brokerage account had a sole beneficiary of her executor. The brokerage transferred the entire account (… read more
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Are there any income taxes or capital gains for deceased's estate in a cross purchase or stock redemption plan when a shareholder dies. The shareholders are not related.… read more
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