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In 2016 Husband & Wife passed away 2 month apart. The
In 2016 Husband & Wife passed away 2 month apart. The Husband passed last in June of 2016. Year end of 2016 decedent (husband) received 3 1099-R's with distribution code 4 & 7 D - Two of the three are… read more
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PDTax need assistance. On a 1041 there is a Decedent's Estate Created at time of death. First year of death 2016. A final 1040 return was filed for year of death 2016. There was a RVOC trust created i… read more
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How do I file taxes for my father that passed away, estate
How do I file taxes for my father that passed away, estate is not settled yet. … read more
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In 2017, a CA probate both spent $100k on expenses and
In 2017, a CA probate both spent $100k on expenses and withdrew $120k from the descendant's 401(k). The probate will close in 2018. Do we have to file a Form 1041 Decedent's Estate in 2017 or do we wa… read more
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I am an executor for a estate. The property was sold in July
I am an executor for a estate. The property was sold in July of 2016 but the proceeds are held in probate. The probate is expected to conclude next month, May 2017. For 2016, do I declare the sale as … read more
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I'm the executor for an estate where the decedent passed
I'm the executor for an estate where the decedent passed away on 7/8/2016, but her house was not sold until Jan 2017. Proceeds from the sale are under $150k. There is also an expected inheritance due … read more
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I am a Tax Preparer, I have little experience with estates,
I am a Tax Preparer, I have little experience with estates, but I am trying to help a client who is a friend. Her father passed away a few years ago without leaving a will. Hi lived in New Jersey, My … read more
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My mother passed away in 2014 and what we thought was her
My mother passed away in 2014 and what we thought was her final return was filed. My father has not had her will probated yet. She received a 1099 misc for $22.64 for oil royalties in 2015. All the cu… read more
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A relative recently passed away. We are in the probate
A relative recently passed away. We are in the probate process & determining whether to keep or sell the home. The estate is <$5M. 1) What are the financial differences (besides time/market value) … 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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I file a simple 1040 every year. I'm on SS and a small pension.La
I file a simple 1040 every year. I'm on SS and a small pension. Last year my brother passed away and I was executor of his estate. I cleaned out his house and had it sold. I , with an attorney, paid h… read more
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I am preparing an initial and final 2013 Form 1041 Trust Return
I am preparing an initial and final 2013 Form 1041 Trust Return for ***** ***** Revocable Living Trust, but she passed away. I am including income from her pension that was received in the Trust ID# *… read more
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Background: I am the Trustee for my sisters estate. Her house
Background: I am the Trustee for my sister's estate. Her house is in probate for retitling. The proceeds from the sale of the house will go to me. I've read the Taxpayer Relief Act of 2012 (signed in … read more
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Deceased married taxpayer, who died 2-16-2013, recieves 1099-C
Deceased married taxpayer, who died 2-16-2013, recieves 1099-C for forgiveness of student loan debt dated 5-23-13. Taxpayer SS# XXXXX XXXXX the form. Taxpayer not insolvent at time of death. If the in… read more
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My mother was deceased in a foreign country in 2009. She had
My mother was deceased in a foreign country in 2009. She had 2 real estate properties in USA that produce rent. I have been filing her income tax return every year. She never had or claimed social sec… read more
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The previous question was incomplete. It was a 2012 tax form
The previous question was incomplete. It was a 2012 tax form to be file in 2013, and Tax dept wants us to use 1041 instead of 1040, the taxpayer died in February 2013. Why do we have to use 1041? Plea… read more
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When we file my fathers final tax return, do we have to use
When we file my father's final tax return, do we have to use an EIN number? We were told his SSN is no longer valid but that doesn't make sense. I filed my mother-in-law's final tax return in January … read more
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Doctoral Degree
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The tax filer passed away in 2008. In filing her personal return,
The tax filer passed away in 2008. In filing her personal return, do I include income on accounts titled decedent with the different tax ID # XXXXX her personal return.… read more
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