Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
My mother passed and her IRA was dispursed among my siblings
My mother passed and her IRA was dispursed among my siblings and myself. We turned in a W-9 to the attorneys. There was a legal battle before we came to an agreement. … read more
Tax.appeal.168
Tax.appeal.168
Principal
8,688 satisfied customers
My mother died in June 2016. The institution holding the IRA
My mother died in June 2016. The institution holding the IRA upon receipt of her death certificate, issued 2016 1099-R in my name, listing it as a distribution. I did not receive any money, but appear… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
I received money from a revocable trust fund when my uncle
I received money from a revocable trust fund when my uncle died. do I have to pay federal taxes on the money I received … read more
Charles Markham
Charles Markham
Principal
Masters Science Taxation
780 satisfied customers
My grandfather had an annuity for me after he died of
Hello. My grandfather had an annuity for me after he died of $10,000. I was wondering how to file it? It says the taxable income is only $3436. I don't file it as my own 1099-R, correct? … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,004 satisfied customers
My Mom passed away the first week of July 2015 in a nursing
My Mom passed away the first week of July 2015 in a nursing home. I am executor of the estate. My sister and I are 50/50 on her Will. The total estate is far below the IRS form 706 requirement or esta… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
If a utilities company is issuing a credit to your account,
Hello, If a utilities company is issuing a credit to your account, is there any reason why they would require a W-9 Tax Form to be filled out? Thank you.… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
30,004 satisfied customers
I would like some additional detail on this posting http://www.justanswer.com/tax/66y7u-
I would like some additional detail on this posting http://www.justanswer.com/tax/66y7u-received-1099-r-father-executor.html My husband was the listed as beneficiary on his Aunt's three IRAs. However,… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
My mother had an annuity, worth about 235,000. She died
my mother had an annuity, worth about 235,000. She died January 4th 2012, my father was the benificiary of the annuity, and he died a week after my mother, so as executor, I got the annuity benefit to… read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
1,732 satisfied customers
I am the power of attorney for my father in law who died on
I am the power of attorney for my father in law who died on 1/4/2012. I sold his home as per his wishes last week, for $20,000. He had two IRA,s for $10,000 each. His total was $59,000 . I have been t… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
My parents passed away in 2011. I and two siblings shared equally
My parents passed away in 2011. I and two siblings shared equally in a inheritance of my parents estate. I was left with a CD and a IRA of which a total of $2600 was given to me as a RMD. Also a life … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
I put my mothers money in an annuity, and she passed away in
I put my mothers money in an annuity, and she passed away in Nov. of 2010, so I took $58,000 out of her annuity, and it was wire transfered to my checking account. I wrote 2 checks to my brother and s… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
Ex-husband (of over 13 years) died 8-31-2010 in bankruptcy.
Ex-husband (of over 13 years) died 8-31-2010 in bankruptcy. Received W-2 form from his employer for wages paid before he got sick and also a W-2 from Lincoln Nat'l Life insurance. Also, a 1099R for $1… read more
Anne_C
Anne_C
Attorney
Doctoral Degree
1,496 satisfied customers
my father died in on October 2, 2010. He left no will. On his
my father died in on October 2, 2010. He left no will. On his two bank accounts, one had approx 20 thousand and the other had 9 thousand. They were to be paid on death to me and that is what happened.… read more
RLWEA
RLWEA
Enrolled Agent
Bachelor
56 satisfied customers
If a portion of an IRA that was inherited (the IRA is taxable)
If a portion of an IRA that was inherited (the IRA is taxable) was paid to a brankruptcy trustee in the form of a settlement, is the settlement deductible?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,500 satisfied customers
Tax attorney - I inherited an annuity from my husband in 2007-8,
Tax attorney - I inherited an annuity from my husband in 2007-8, it had a life insurance portion. The IRS determined it as an inheritance. I annualized it for income and am wondering if (since I annua… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,108 satisfied customers
I received a sum of money in 2010 that Im concerned I may
I received a sum of money in 2010 that I'm concerned I may owe income tax on. The money was paid to me by a previous employer, but would not be included in my W2. Can you help me decide if the income … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
18,816 satisfied customers
My father died Nov, 2008 do we need to file a 2008 income tax
My father died Nov, 2008 do we need to file a 2008 income tax? Also he left everything in a living trust everything was tax exempt now I received a death benefit and it states I'll receive a 1099-R wi… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My sister and I each got about 7000 from an account my ...
My sister and I each got about 7000 from an account my father had when he passed away. We both gave our brother around 2300, so all three of us ended up with an equal amount. Both her and I will recei… read more
Guru_Guy
Guru_Guy
Doctoral Degree
1,634 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

18,816 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x