Tax

Have a tax question? Ask a tax Expert

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

Related Tax Questions
Trying of file a death claim on my husband. I received a
Trying of file a death claim on my husband. JA: Have you talked to a tax professional about this? Customer: No, I received a letter from SSA. JA: Anything else you want the Accountant to know before I… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,208 satisfied customers
My mother passed away 11-10-19. What do I need to do to get
My mother passed away 11-10-19. What do I need to do to get the lump sum death benefit for her? … read more
Barbara
Barbara
Enrolled Agent
18,522 satisfied customers
Rick. I have Natalia in my office and was hoping we could
Good morning, Rick. I have Natalia in my office and was hoping we could continue our conversation from yesterday.… read more
Rick
Rick
MBA
3,514 satisfied customers
My wife received an insurance company death benefit lump sum
My wife received an insurance company death benefit lump sum annuity check on 12/30/19 that was dated 12/17/19 and has yet to be cashed. Do we need to pay taxes for this on our 2019 tax return and if … read more
Rick
Rick
MBA
3,514 satisfied customers
My 13 year old sons father died unexpectedly a few weeks
My 13 year old sons father died unexpectedly a few weeks ago. We can't find any will or life insurance policy...I'm going to file for social security death benefits. Is that paid monthly or in a lump … read more
Barbara
Barbara
Enrolled Agent
18,522 satisfied customers
Husband drawing ss, passed away on 10/14/2019 how to get
husband drawing ss, passed away on 10/14/2019 how to get 250.00 death benefit and i am 58, will be 60 in yr 2021 in july … read more
NelsonProTax
NelsonProTax
Remote Tax Support Expert
Master's Degree
1,333 satisfied customers
I an trying to find a form to fill out to collect the $255
i an trying to find a form to fill out to collect the $255 survivor insurance for my deceased husband . … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
8,194 satisfied customers
My sister and I jointly own the house that we inherited from
My sister and I jointly own the house that we inherited from our deceased parents. We are about to sell the house, as it in in huge disrepair. My sister has lived in the house since they died back in … read more
Barbara
Barbara
Enrolled Agent
18,522 satisfied customers
My father passed on May 1. My father-in-law. who worked for
My father passed on May 1. My father-in-law. who worked for SSA. mentioned the $255 lump sum death benefit SSA pays out to survivors. But in doing some research it looks as though you are only entitle… read more
Barbara
Barbara
Enrolled Agent
18,522 satisfied customers
I know what to do and how to go about getting help for my
I know what to do and how to go about getting help for my grandchildren? the mother is deceased, she shot herself on the 11th of September. what do I do now. … read more
Barbara
Barbara
Enrolled Agent
18,522 satisfied customers
My name is ***** *****. I have some questions dealing with a
My name is ***** *****. I have some questions dealing with a life insurance proceeded received due to death of my mother and whether it is taxable. … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,865 satisfied customers
#1 I am receiving SS only. Should I be filing taxes? #2
#1 I am receiving SS only. Should I be filing taxes? #2 I will be receiving money from my deceased mother's annuity account in the amount of $58,000. Do I need to file for that, and what if so is the … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,865 satisfied customers
If a person dies with an IRA and they are over 70 ½ and are
If a person dies with an IRA and they are over 70 ½ and are taking RMD's and leave to a son or daughter under the age of 70 ½ does the 5 year rule apply or do they have to continue RMD's or take a lum… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,865 satisfied customers
Good Evening, I am trying to deside if the amount of money
Good Evening, I am trying to deside if the amount of money my sister recieved for back pmt on social security from her father and mother. My sister is disabled and have been since she was 17 years old… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,208 satisfied customers
I am 60 Yrs old,disabled since 2008. I filed for disability
I am 60 Yrs old,disabled since 2008. I filed for disability in August of 2010. I was approved in February 2011. I received a lump sum of 32,300. 9,690 for 2009 and 22,610 for 2010 +16,146 benefits for… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
36,208 satisfied customers
If I take the lump sum death annuity benfit how muchwill
If I take the lump sum death annuity benfit how much will they tax me the benfit is for $63000 the annuity is from Bankers Life and Casualty Com annuity claims department I am the beneficiary… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,865 satisfied customers
My father died in October, their trust was the benficiary of
My father died in October, their trust was the benficiary of the 401K. Before the check could be cashed, my mother passed away. Do I put the income taxes on her final tax return, or on the "estate" ta… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Do I have to pay State taxes on a lump sum that I ...
Do I have to pay State taxes on a lump sum that I received from a survivor benifit plan from the USAirforce? My husband retired from the airforce in 1979 and he died in 1981. I did not receive his pen… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,136 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

5,764 satisfied customers

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

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

626 satisfied customers

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

Loren

Loren

Attorney

372 satisfied customers

Over 25 years practicing law

Robin D.

Robin D.

Senior Tax Advisor 4

20,865 satisfied customers

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

Megan C

Megan C

Certified Public Accountant (CPA)

8,666 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

< 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