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My father passed away in January of 2019. He had 1 month of
My father passed away in January of 2019. He had 1 month of payments from SS and Tx Teachers Retirement. I have received two 1099 forms for him. Can I do his taxes for 2019 on Turbotax or do I need to… read more
DK_CPA
DK_CPA
CPA
Master of Science in Accounting & Taxationb
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MY STEPFATHER JUST PASSED AWAY 5/19/2019 AND MY MOTHER WITH
MY STEPFATHER JUST PASSED AWAY 5/19/2019 AND I AM ASSISTING MY MOTHER WITH FILLING OUT HER LIFE INS CLAIM FORMS FROM AAA. THERE IS A SECTION W-4P REGARDING TAXES AND WITHHOLDINGS. I HAVE BEEN TOLD NOT… read more
Barbara
Barbara
Enrolled Agent, Paralegal
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I have an IRA and a annuity that was my deceased fathers.
I have an IRA and a annuity that was my deceased fathers . The annuity 1099 box 7 has code 4D . Do I mark 4 and D as code 4 and additional code D on tax form? Another ? , "was the participant's distri… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,995 satisfied customers
My mother in law passed away in November, she had not taken
Hi My mother in law passed away in November, she had not taken her RMD from her IRA. My father in law inherited it but it took a while to get transferred so he didn't get it till mid January . Does he… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
I inherited my fathers 401k. from his second wife. whose
i inherited my fathers 401k. from his second wife. whose bithday and date of death do i use to calulate the minimum required distribution … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,995 satisfied customers
My husband died 11/10/16. I rec'd 2-forms 1099R with his
My husband died 11/10/16. I rec'd 2-forms 1099R with his name and ss# ***** I put them on my return, omit them, or what do I do? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
I received a corrected income and tax from the IRS for 2015.
I received a corrected income and tax from the IRS for 2015. The money that they are referring to is a beneficiary payment from my dad's passing. … read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,539 satisfied customers
In 2014 my father Clarence passed away at age 70. Clarence
Hello, In 2014 my father Clarence passed away at age 70. Clarence named his partner (not spouse) Jan beneficiary of his IRA. Jan transferred the IRA to a new Inherited IRA with the same trustee (Jacks… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
17,624 satisfied customers
My father has passed away and he left me his IRA. The broker
My father has passed away and he left me his IRA. The broker distributed the money from the IRA and gave me a 1099-R statement. The broker reported the distributed amount in box 1 and box 2a. He also … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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I am the 51-year-old trustee of my family trust, having been
I am the 51-year-old trustee of my family trust, having been so named by my father who passed away in Florida earlier this year. My father also left an IRA, with the trust named as sole beneficiary. I… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
My Father is a benificary to my sisters PG&E 401k run by Fidelity
My Father is a benificary to my sisters PG&E 401k run by Fidelity in the USA .She died in January 2012 He is 87 hence would like to take the fund as a lump sum , or transfer it to me or my brother , b… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
I have received 1099-R from New York Life in the amount of
I have received 1099-R from New York Life in the amount of 39K. This money was inherited after my father passed away last January. I asked the agent at the time how much of this would be taxable incom… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
My mother passed away 1 month ago at 701/2 years old; she was
My mother passed away 1 month ago at 701/2 years old; she was recieving disbursements from 2 IRA"s my father had set=up for his retirement but he passed away 3 years earlier and my mother was the bene… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
42,630 satisfied customers
I recieved several 1099R forms from Life Insurance companies
I recieved several 1099R forms from Life Insurance companies for money I inherited when my father passed away last April. Do I need to include this on my income tax as income, and pay taxes on it?… read more
Bill
Bill
Master's Degree
3,159 satisfied customers
I recently had two parents pass away and im the executor of
I recently had two parents pass away and i'm the executor of the will. The estate has a home, property, 401k, annuities, life ins and everythning is being turned over to me to split with my sister and… read more
Bill
Bill
Master's Degree
3,159 satisfied customers
I am about to receive about $70,000 as a beneficiary of my ...
I am about to receive about $70,000 as a beneficiary of my recently deceased father''s IRA. The broker (my dad''s financial advisor) acts like he doesn''t know anything about whether the federal and s… read more
Bill
Bill
Master's Degree
3,159 satisfied customers
My father died in 2006 and we filked a tax return (1040) ...
My father died in 2006 and we filked a tax return (1040) for 2006 for him. In March of 2007 his IRA was closed. What tax retrun should be used to recognize the closing of his IRA? We did have funds se… read more
Jon Andrews
Jon Andrews
CPA
3,038 satisfied customers
I have POA for my father who has Alzheimers, he is
I have durable POA for my father(retired) who has Alzheimer's. He is not filing his federal taxes. He also gets all of his mail including 1099's and W-2's and thinks he can handle his own affairs(he c… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
42,630 satisfied customers
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