Tax

Have a tax question? Ask a tax Expert

Connect one-on-one with {0} who will answer your question

Related Tax Questions
My mother passed away in May 2018. Her home was in a
My mother passed away in May 2018. Her home was in a revocable trust and was sold in August 2018 by me as Trustee and my brother was secondary trustee. It sold around after fees of 11K we netted about… read more
socrateaser
socrateaser
1,523 satisfied customers
My cousin's dad passed away. he and his expired father were
my cousin's dad passed away . he and his expired father were members of LLC filing 1065 each year , his 1065 partnership return should now mention his mother's name ( as trustee) or his mother name as… read more
Carter McBride
Carter McBride
LLM
5,488 satisfied customers
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
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
5,273 satisfied customers
I am trying to fill out a IRS form 1310. My mother passed
I am trying to fill out a IRS form 1310. My mother passed away and she has a trust and I am her trustee. When I fill out the 1310 do I use her SSI and then put in the name of the trust as the person c… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
5,273 satisfied customers
I was beneficiery of my brother's 401k (he passed away). I
I was beneficiery of my brother's 401k (he passed away). I used the money to create a trust fund for his surviving daughter. I set up a revocable living trust. The attorney went through IRS to assign … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,212 satisfied customers
My mother in law set up a revocable living trust in 2009.
My mother in law set up a revocable living trust in 2009. She funded the trust with her house and nothing else. No income has ever been earned by the trust. … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,212 satisfied customers
Jon... my current tax man does not know how to file the 1041
jon... my current tax man does not know how to file the 1041 for my deceased mothers trust which I am the trustee for. my Mother died in 2009, we sold her property in 2016. I have a 1099s showing the … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,865 satisfied customers
My mother died December 21, 1916. She had a trust set up and
My mother died December 21, 1916. She had a trust set up and I am sole trustee do I file her 2016 tax and how do I go about it?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,212 satisfied customers
My wife and I have been separated 9yrs but continued to file
My wife and I have been separated 9yrs but continued to file jointly. With divorce in process, we wish to file as married, but separate. How do we account for the income we withdraw from my IRA each m… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,539 satisfied customers
My Mother passed away in May of 2015. Her trust received
My Mother passed away in May of 2015. Her trust received 206,000 from an annuity with 111,000 taxable and another 83,000 with 14,000 taxable. The money has been distributed evenly among 5 siblings. Ho… read more
Jonathan Tierney
Jonathan Tierney
MBA
295 satisfied customers
My grandmother recently passed away and I am trustee of her
My grandmother recently passed away and I am trustee of her revocable trust. She has an annuity that says i need an EIN. Who is the responsible party for the EIN application?… read more
ShawnA
ShawnA
CEO
Bachelor's Degree
2,450 satisfied customers
My mother passed away on 02/05/2013. She had some annuities
My mother passed away on 02/05/2013. She had some annuities with 2 different insurance companies. We cashed out the annuities and invested in our (her son) retirement account. We received 1099-R forms… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,666 satisfied customers
Concerning our Family Trust. My Father passed away in 2010,
Concerning our Family Trust. My Father passed away in 2010, and my parents had a Revocable Trust set up in 1981. Both were trustees of the trust. When my father passed, the trust was to be set up with… read more
Jax Tax
Jax Tax
Senior Tax Attorney
Master's Degree
1,394 satisfied customers
Hi Lev, You answered a previous related question. I dont
Hi Lev, You answered a previous related question. I don't know how this site works and if you have that tracked. Here's the background. My mother passed away in July 2011. She had a revocable trust. M… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,212 satisfied customers
Background. My mother passed away in July 2011. She had a
Background. My mother passed away in July 2011. She had a revocable trust. My sister is the trustee and executor of her estate. My mother had a mutual fund that was in the name of the trust. It is my … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,212 satisfied customers
I would like some advice on the returns I am preparing for
I would like some advice on the returns I am preparing for the 1041 tax returns for the Trusts of my mother-in-law and my late mother. Both trusts were setup as Revocable Family Trusts showing the chi… read more
Stephen G.
Stephen G.
Sr Income Tax Expert
Bachelor's Degree
9,495 satisfied customers
My mother passed away 1/24/10. She has an irrevocable living
My mother passed away 1/24/10. She has a revocable living trust. My brother and I are trustees. The bank recently told my brother that we had to get an EIN for mom so they can process the paperwork pr… read more
Bill
Bill
Master's Degree
3,242 satisfied customers
I am the beneficiary of a trust that was created for my ...
I am the beneficiary of a trust that was created for my mother whom passed away. Just prrior to death she mailed in request to sell a stock. The date of sale on the 1099 was the day after her death. W… read more
Jim Revels
Jim Revels
Master's Degree
126 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

5,764 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

626 satisfied customers

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

Loren

Loren

Attorney

372 satisfied customers

Over 25 years practicing law

Robin D.

Robin D.

Senior Tax Advisor 4

20,865 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,666 satisfied customers

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

< 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