Taxes General Forum

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SS Problem

This is not quite an IRS problem, but I'm hoping someone her might help. My bank is divesting some branches including m...
1 comments posted 4yrs
posted by moo
1 comments posted 4yrs posted by moo

new bank--how do I notify IRS

Subject says it all. My current routing #/acct. # will cease to exist next month. I will be switching banks. How do I no...
4 comments posted 4yrs
posted by moo
4 comments posted 4yrs posted by moo

Trust Tax Planning

I am successor trustee of a irrevocable trust. The. trust was created in 2006. In this trust is land that is owned by t...
9 comments posted 5yrs
posted by whiskers222
9 comments posted 5yrs posted by whiskers222

Decedent Tax Return

Client passed away earlier this month (July). She was a retired naturalized citizen, never married. She has been filing...
3 comments posted 5yrs
posted by michaelhbratt
3 comments posted 5yrs posted by michaelhbratt

Estate Tax Net Exclusion

If there are three joint owners of real estate and one of the dies, does the property get excluded from the gross estate...
10 comments posted 5yrs
posted by debbie.lafourche
10 comments posted 5yrs posted by debbie.lafourche

IRS.gov account for foreign person

An overseas friend wrote me about the problem he is having trying to set up an IRS Online Account in that he is stymied...
0 comments posted 5yrs
posted by dsbarr
0 comments posted 5yrs posted by dsbarr

401(k) - matched vs. matched funds

Is there a difference between 401(k) matched funds as opposed to non- matched funds? I got an inquiry from someone who...
2 comments posted 5yrs
posted by spamtrap
2 comments posted 5yrs posted by spamtrap

Any expectations for federal estate tax

Biden wanted to lower exemptions and end changing the basis on inherited investments. I haven't seen anything on that si...
1 comments posted 5yrs
posted by wadelippman
1 comments posted 5yrs posted by wadelippman