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While my mother was living, she had a living trust. She
While my mother was living, she had a living trust. She passed away in june and i am the trustee to that trust. She has approximately 300k in an ira that i want to liquidate and disperse to my 6 sibli… read more
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My husband died on 02/01/16. I split an inheritance and paid
My husband died on 02/01/16. I split an inheritance and paid 10% federal tax on this IRA . We had a small will ,I am the executor of the estate .The IRS FORWARD an estate number and a form 1041. I put… read more
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My widowed mother died recently. She had a small IRA and had
My widowed mother died recently. She had a small IRA and had designated my two brothers and me as equal beneficiaries. Because of the small amounts involved we wish to take our respective shares as fu… read more
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I am assisting my sister-in-law in succession of her
I am assisting my sister-in-law in succession of her parents' Estate in Louisiana. The mother died Jan 2015; her minimal assets went to the father, who died in Feb 2015. Beneficiaries are their seven … read more
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I have a client that passed away in on 3/30/10. She resided
I have a client that passed away in on 3/30/10. She resided in NJ. The value of her assets are approximately $1,400,000.00. The breakdown is $600,000.00 stocks and bonds and her main residence $800,00… read more
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My sister is receiving IRA / SEP / Simple / distribution code
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My sister dies 6 years ago and just last year we raised her
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My sister and I were willed the remainder of my parents possessions/estate
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What is considered income for a 1041 - i have an IRA that the
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My mother recently passed away and left an IRA with me as the
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My sister died intestate. She was the beneficiary of our mothers
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okit was her retirement and my sister was the only beni cause
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My brother passed away and had an ira account. The broker ...
My brother passed away and had an ira account. The broker transferred the money into another account and then liquidated the assets. Why was it necessary to place the money into another account to liq… read more
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I am executrix for mothers estate in PA valued for ...
I am executrix for mother''s estate in PA valued for inheritance tax purposes of $314,102.97. The estate paid PA tax of $14,134.63 and received Inheritance Tax Statement of Account showing all taxes d… read more
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My mother in law died last year and we are handling her estate. We want to file an inventory to close it. However, I was wondering whether I had to file an estate income tax return. The estate has bee… read more
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