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My wife passed away in June 2019. I received a 1099-MISC in
My wife passed away in June 2019. I received a 1099-MISC in the mail that was addressed to the Estate of my Wife. It was for her final paycheck. I know that this will need to be reported on a 1041 for… read more
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My wife passed away in June. If I file married joint, would
My wife passed away in June. If I file married joint, would I still have to file a 1041 for her estate if there is a 1099 MISC Miscellaneous Income form that has the recipient's name as the Estate of … read more
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My aunt Passed away June 9th and has used you all for years.
My aunt Passed away June 9th and has used you all for years. can we file her taxes early or do we have to wait until April of next year?? … read more
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My mom has passed. there was an irrevocable trust, which all
my mom has passed. there was an irrevocable trust, which all interest earned will be filed on her income tac form, sine the 1099 int form is in her name and SS #..as the trustee of the acc, I distribu… read more
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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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My aunt received a 2017 w-2 in her late husbands name who
My aunt received a 2017 w-2 in her late husbands name who died in December 2016. She later (March) received a check from the employer (a County public school) refunding the FICA/Medicare that was with… read more
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Husband and Wife passes in the same year. One in April of
Husband and Wife passes in the same year. One in April of 2016 and the other June of 2016. Ages 80 & 82. The last time they filed a return was in 2013 because of a reportable sale proceeds of property… read more
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My deceased grandfather recieved a 1099 MIsc in the name of
My deceased grandfather recieved a 1099 MIsc in the name of his estate from the Black Farmers Litiation (50,000) in which my grandmother recieved. She was alive when she recieved the funds but passed … read more
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My father in laws estate received a 1099-LTC for $4,500 is
My father in laws estate received a 1099-LTC for $4,500 is this taxable income to the estate? If so where does it get reported?… read more
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My husband passed away in May 2016. His 2015 bonus was paid
My husband passed away in May 2016. His 2015 bonus was paid after his death. Do I include that bonus in our final 2016 joint tax return? … read more
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Paid dead wife's credit card at reduced rate. I got 1099 on her name.
My wife died in 2015 in the State of Washington, comm property state, I filed joint return for 2015. I paid off her credit card at reduced rate. Now received 1099 C from CC under her name. They were a… read more
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My mother passed away in 2014, A couple of her investments
My mother passed away in 2014, A couple of her investments remained in her name, a REIT which sent a 1099-R which distributed $742, and a 1099-B from a sale of a worthless stock for $503. I already di… read more
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This is an income tax question. My wife is the executor and
This is an income tax question. My wife is the executor and sole heir for an aunt who passed away in September 2014. She filed a final income tax return for the aunt in April, 2015. In 2016, we have r… 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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My wife passed on March 15, 2015 and I filed a joint return
My wife passed on March 15, 2015 and I filed a joint return for 2014 as surviving spouse. However, for the 2015 year filing, it is my understanding that a joint return may also be filed for the whole … read more
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My wife's mother passed away in 2012, she was single with no
My wife's mother passed away in 2012, she was single with no dependents at the time. My wife was Executrix for the estate. In 2013 my wife filed her mother's final 1040 federal tax return for 2012. In… read more
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My client passed away in Dec 2012. Now his wife has received
My client passed away in Dec 2012. Now his wife has received the following docs in the name of his estate with his SSN 1. Form W2 2. Form 1098 ( for taxes and mortgage insurance, there is no interest … read more
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My husband passed away this past June and I must do our tax
My husband passed away this past June and I must do our tax returns as I have always done. One item has me stumped. I received a 1099 MISC from his employer which is for his pro-rated sick days, perso… read more
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