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My parents have always filled taxes together, can my mom ask the money manager to give her information about the taxes paid?
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Answered on January 29, 2014
What do you mean by money manager? An accountant or financial advisor? If your mother is an owner or joint owner of an account she is entitled to...
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Checking accounts held JTWROS - half or all subject to fed estate tax?
Steven's answer
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Answered on January 29, 2014
Generally the rule for federal estate tax purposes in 1/2 of joint property. See Form 706, schedule E). By bigger question is if you think you or...
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At this point in the trust administration the main issue is whether what the trustees are saying is true about themselves.
Steven's answer
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Answered on January 29, 2014
I think you start by getting a lawyer. This statement that there was no notice that the trustee wanted to resign - while perhaps it wasn't meeting...
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My husband passed away in the state of Ga. Am I legally required to send a copy of the will to his daughter?
Steven's answer
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Answered on January 28, 2014
That's a good question. I would take Mr. Ashman's advice.
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I had an uncle that was part owner of a business his beneficiary when he passed away was to go to his brother
Steven's answer
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Answered on January 28, 2014
It sounds to me that there actually is a buy-sell agreement or clause in the operating agreement - usually these terms dictate that the other...
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Husbands daughter who is an attorney will not give back the originals to a trust and will, even though we have requested them.
Steven's answer
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Answered on January 28, 2014
Since these are your husband's documents, your husband needs to straighten things out. He should have his current attorney write a letter to the...
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Executor received a 1099 on disability income received after decedent died and now has to pay personal income taxes on it?
Steven's answer
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Answered on January 28, 2014
This scenario is pretty confusing - I would take the relevant information to an attorney who deals with estate administration and tax issues. I...
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Do I need a tax attorney? Is there anything that I can do?
Steven's answer
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Answered on January 28, 2014
It's hard to give you a comprehensive answer...but I can say that failing to file is much worse than filing and having tax due (for which you can...
Archived
Tax question
Steven's answer
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Answered on January 28, 2014
Mr. Wagner is correct - you can't amend to change status. Going forward you should have an agreement in place as to who gets to claim them. In...
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Ex-spouse is 100% commissioned employee. Always submitted self prepared taxes. How to obtain true income?
Steven's answer
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Answered on January 28, 2014
Mr. Wagner is correct - you need the supporting documentation be it 1099s, W2s, expenses receipts, bank statements (explanations of deposits).
