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My father passed away in July 2016. I filed his tax returns
My father passed away in July 2016. I filed his tax returns in 2017 for 2016, including sending his death certificate. This year I only have a 1099-D from his revocable trust (no 1099-INT). The amount… read more
Lane
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JD, MBA, CFP, CRPS
Doctoral Degree
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Parent passed in 2015. Filed final return. In 2016 found US
Parent passed in 2015. Filed final return. In 2016 found US Savings Bonds. Majority were matured in 1999. Issued to both deceased parents. Received ein opened estate bank account. Bond money direct de… read more
Lev
Lev
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Bachelor's Degree Equivalent
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My father passed away in 2016. He had series hh/h bonds
my father passed away in 2016. He had series hh/h bonds which he received 1099-int on each year. I cashed the bonds in after his death and received $16,500 and a 1099-int form for $16,500. Do I need t… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I cashed a number of I bonds in early 2016 and the bank did
I cashed a number of I bonds in early 2016 and the bank did not provide a 1099-INT for the interest that had accumulated thereon. What do I need to do to get 1099-INT since the bank says they only cas… read more
Lev
Lev
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I receive dividends and interest via a trust that was
Hello! I receive dividends and interest via a trust that was set-up by my father (still living). The trust is handled by Hilliard Lyons. I received the 1099-DIV and 1099-INT from Hilliard Lyons showin… read more
Lev
Lev
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Final Return father-in-law My father-in-law's estate still
Final Return father-in-law My father-in-law's estate still has money in it but some funds were distributed last year and some will be distributed this year. He died in 2013 and received interest incom… read more
PDtax
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Master's Degree
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First Item: My father died in Texas in Jan 2012 without a
First Item: My father died in Texas in Jan 2012 without a will. The Assessed Value on the 2011 tax bill was $81,820. After establishing heirship, etc., my sister and I sold his house in 2013 for $45,0… read more
Lev
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My wife inherited $28,000 from her the sale of her Fathers
My wife inherited $28,000 from her the sale of her Father's home. He passed in January of 2013. Will she have to pay tax on this money? Will she have to fill out any tax forms for it?… read more
Lev
Lev
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I have a friend whose father died in mid-2011. He is one of
I have a friend whose father died in mid-2011. He is one of two beneficiaries. The executor and personal representative of the estate firm is a father/son law firm in which he has little trust or conf… read more
Lane
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Doctoral Degree
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AS ADM OF A SMALL ESTATE CAN i TAKE THE 5% COMMISSIN ON 66,000.00
AS ADM OF A SMALL ESTATE CAN i TAKE THE 5% COMMISSIN ON 66,000.00 INTEREST ON SERIES EE BONDS . THE FIDICIARY FEE W/B RDPORTED ON L12 OF THE 1041? BACKGROUND. DATE OF DEATH 6/6/11.DECEDENT ON CASH BAS… read more
Megan C
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My Mom passed away February 2011, we probated the Estate and
My Mom passed away February 2011, we probated the Estate and have a tax ID number, the Estate was closed in December 2011. The Estate was valued at $271,100, consisting of a homestead, a lot of vacant… read more
Stephen G.
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My aunt set up a trust for my son. She is deceased and I am
My aunt set up a trust for my son. She is deceased and I am the trustee. Every year I file a trust tax return. I would like to prepare the tax return myself. I have one question. On Schedule 1 form 10… read more
ezcpa
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My father passed away last November and we discovered some
My father passed away last November and we discovered some series EE bonds in his safe deposit box. In order to cash them, the bank required the proceeds to be paid to one of the beneficiaries. My sis… read more
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My uncle died in Ohio, intestate, some years ago. Eventually,
My uncle died in Ohio, intestate, some years ago. Eventually, the estate lawyer (Probate?) gave my cousins and I cash and US Treasury bonds. I was under the impression that I didn't have to pay inheri… read more
MequonCPA
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I purchased a US Treasury Bond 11/3/02 through my investment
I purchased a US Treasury Bond 11/3/02 through my investment advisor for $15,000, 9.125% int. maturing 5/15/18. I sold the bond 10/13/09 for $21,673.31. How is this handled on my tax return?… read more
Bill
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My mother died in March 2008 and we sold the house in November
My mother died in March 2008 and we sold the house in November 2009. I split the proceed with my 2 brothers, but I understand that I need to provide them with a 1041. The basis is the value at the dat… read more
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We live in Georgia. My wifes father died earlier this year.
We live in Georgia. My wife's father died earlier this year. He left his estate to my wife and her brother. He had stocks and bonds worth approximately $700,000 and a house that they will each make ap… read more
Merlo
Merlo
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I am one of 4 siblings (living in CA, CO, OR, and AZ). We
I am one of 4 siblings (living in CA, CO, OR, and AZ). We all inherited equally my mother''s IBonds, bank accounts, and house (she died 7/2007). We recieved 1099-INT''s for the IBonds and bank interes… read more
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