Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
Subject: Subject: Revocable Family Trust. Just want to know
Just want to know if you can use the decedents social security number in processing the new Certification of the Trust. … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
6,008 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
8,372 satisfied customers
I am a successor trustee of a living trust. I'm selling a
I am a successor trustee of a living trust. I'm selling a property and I have to complete a certification for no information reporting. I do not have a TIN and there are five seller assurances questio… read more
Tax.appeal.168
Tax.appeal.168
Principal
8,590 satisfied customers
Do you have any experience with a Form 8802 for a Living
Do you have any experience with a Form 8802 for a Living Trust (grantor trust) ? … read more
socrateaser
socrateaser
43,142 satisfied customers
I hope. Can I request a 4506-t for an ss-4 form my mother
I hope. Can I request a 4506-t for an ss-4 form my mother filed in late 1997 for an identification number for my father's testamentary trust contained within his will? (the trust is "missing" 2 yrs af… read more
Matthew Breecher
Matthew Breecher
President
MBA (Graduate Legal Studies)
394 satisfied customers
I checked the box for Section 645 election when applying for
I checked the box for Section 645 election when applying for the trust's TIN after the settlor's death, and got a letter from the IRS stating that, based on the information provided, a Form 1041 is du… read more
taxmanrog
taxmanrog
Master's Degree
2,918 satisfied customers
Pearl, I need help fillinf out a Real Estate Withholding
Hi Pearl, I need help fillinf out a Real Estate Withholding Certificate. … read more
ShawnA
ShawnA
CEO
Bachelor's Degree
4,726 satisfied customers
Shawn, I just reviewed the question asked previously
Hi Shawn, I just reviewed the question asked previously regarding the "grantor" question in establishing tax i.d. for revocable lvg trust where grantor has passed. You stated it is o,k. to have the re… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,070 satisfied customers
I am needing to secure either a TIN or an EIN of my aunt's
Hi - I am needing to secure either a TIN or an EIN for administration of my aunt's trust. As trustee I would like to handle as much of the work as possible. Can you advise me if there is a difference … read more
socrateaser
socrateaser
43,142 satisfied customers
My great aunt recently passed away and left money to
Hello, My great aunt recently passed away and left money to both of my minor children to be used for college. The checks from her estate are made out in my name as the trustee for the benefit of my ch… read more
Tax.appeal.168
Tax.appeal.168
Principal
8,590 satisfied customers
Lane, I was chatting with you yesterday regarding write down
Lane, I was chatting with you yesterday regarding write down on the small mortage fund that I run. This is a new question. Most of my investors are family trusts, who give me the original trustors hus… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,882 satisfied customers
I need to file taxes for my Aunt(residing in India) who is
I need to file taxes for my Aunt(residing in India) who is non-resident alien since 2002. Her husband passed away in 2010. After that she sold stocks under his name and has received 1099-B/D forms fro… read more
Anne
Anne
Master Tax Preparer
3,422 satisfied customers
I have a legal/accounting question for a Florida Estate execution.
I have a legal/accounting question for a Florida Estate execution. There are no assets outside of Trusts (two trust exist), but both 2012 and 2013 personal taxes for deceased must be filed with the IR… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
My wife has a life estate in property under the will of her
My wife has a life estate in property under the will of her aunt. The property includes a number of antques of various kinds. Can she sell the antiques as life tenant? Texas law would apply.… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,070 satisfied customers
My uncle died in 1999 and his wife died in 2006. In 1992 they
My uncle died in 1999 and his wife died in 2006. In 1992 they established an A-B trust in their home state of California. When my uncle died in 1999, the B trust became irrevocable, but my aunt retain… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,070 satisfied customers
Grantor of "revocable" trust died, making the trust "irrevocable"
Grantor of "revocable" trust died, making the trust "irrevocable" ... that part I get.. successor trustee is also sole beneficiary of trust... when applying for a TIN, do we use "irrevocable trust" or… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 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
30,424 satisfied customers
I see a conflict between the W-9 instructions and the 1041
I see a conflict between the W-9 instructions and the 1041 instructions for living/grantor trusts. Here's the deal: daughter and mother have just established a revocable living trust where the daughte… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 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

15,569 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