Tax

Have a tax question? Ask a tax Expert

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

Related Tax Questions
Father in law passed in 2015. Final tax return was prepared.
Father in law passed in 2015. Final tax return was prepared. His mother had a life insurance policy in which he was a recipient as well as his last remaining sibling. In July 2018, his mother reached … read more
PDtax
PDtax
Owner
Master's Degree
4,797 satisfied customers
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
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
4,526 satisfied customers
My mother recently passed away at the age of 94. At her
My mother recently passed away at the age of 94. At her passing it was found that of the four brothers only two were in her will. An over sight in her late years. The two brother that were included in… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,286 satisfied customers
I have a form 1099- brother who passed away in 2014.
I have a form 1099-B for my brother who passed away in 2014. What do I need to do to get his taxes done? He had nothing else to report to IRS.… read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
218 satisfied customers
, My Father recently pass away and left my Mother the
Hello, My Father recently pass away and left my Mother the remaining shares in the Corporation. Giving her a total of 50 shares. Because their house was put under my Mother's name and his 22 and a hal… read more
PDtax
PDtax
Owner
Master's Degree
4,797 satisfied customers
My father passed away in February of 2014 my brother is the
My father passed away in February of 2014 my brother is the PR of the estate he sold the house in April of 2014 the money went into an estate account then three months later my brother transferred the… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,727 satisfied customers
My sister is receiving IRA / SEP / Simple / distribution code
My sister is receiving IRA / SEP / Simple / distribution code 4 (death) money from our deceased brother's estate to be distributed among her siblings upon completion of probate , which is still in pro… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,727 satisfied customers
An estate was created so that my fathers ira could be distributed
An estate was created so that my father's ira could be distributed between my half brother and myself, since he did not leave a beneficiary designation and I am the administrator. There is approximate… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
2,693 satisfied customers
My father has passed away, he left an estate consisting of
My father has passed away, he left an estate consisting of person property in the household worth less than $5,000. No real property, and a vehicle which title is encumbered by a title loan lien. We h… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,659 satisfied customers
I will be receiving a distribution of $185K from my parents
I will be receiving a distribution of $185K from my parents living trust after my Mother passed in January of this year. I have two siblings who will also recieve equal distributions. I live in Califo… read more
USTaxAdvising
USTaxAdvising
Partner
Bachelor's Degree
1,099 satisfied customers
I put my mothers money in an annuity, and she passed away in
I put my mothers money in an annuity, and she passed away in Nov. of 2010, so I took $58,000 out of her annuity, and it was wire transfered to my checking account. I wrote 2 checks to my brother and s… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
I was the administrator for my brothers estate when he passed
I was the administrator for my brother's estate when he passed away. My brother bequested two individual checks to my sister, his Pension and his State Insurance Payroll. I recently received two separ… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,727 satisfied customers
My mother recently passed away- How are her bank accounts
My mother recently passed away- How are her bank accounts handled? She had two bank accounts ( among her many assets) both with my brother as joint owner. Eventually the funds from the accounts get di… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,727 satisfied customers
My brothers estate consists only of life insurance funds paid
My brother's estate consists only of life insurance funds paid to me as administrator. I in turn am distributing the funds to myself and my three living brothers. I have been informed that the life in… read more
Jax Tax
Jax Tax
Senior Tax Attorney
Master's Degree
1,394 satisfied customers
Hello. My parents had a revocable trust which had iras in it.
Hello. My parents had a revocable trust which had iras in it. My father passed away july 2008 and mother passed march 2009. I am successor trustee and had to set up a irrevocable trust with new tax ID… read more
JKCPA
JKCPA
Certified Public Accountant (CPA)
Bachelor's Degree
1,796 satisfied customers
My aunts and uncles are selling my grandmothers home, she
My aunts and uncles are selling my grandmother's home, she passed a way a year ago, My mother passed a way five years ago, they are giving a share to me, my sister and my brother, however I'm the exec… read more
Arthur Rubin
Arthur Rubin
Doctoral Degree
1,240 satisfied customers
Our father passed away 4 years ago. We are in New York State.The
Our father passed away 4 years ago. We are in New York State.The estate was just settled in 2/2008. There was no will. The only heirs are my brother and myself. The estate was under $200,000. Monies w… read more
Bill
Bill
Master's Degree
3,157 satisfied customers
I received a 1099-R in my husband names with his SS # XXXXX
I received a 1099-R in my husband' names with his SS # (he recently passed away), and my mother-in-law is the one who put the IRA in his name and the one who closed it out and used the monies. What do… read more
Sandi Hargrove, SkyHawks
Sandi Hargrove, SkyHawks
Master Tax Pro and Enrolled Agent
Master Degree
1,254 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

4,937 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

261 satisfied customers

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

Robin D.

Robin D.

Senior Tax Advisor 4

17,888 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,659 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