I think you are confused. First of all, it is true that if you file a joint return for any given tax year, you cannot file amended returns for...

It's not clear from your question what kind of estate planning documents your mother had. Did she have a will? Did she have a transfer-on-death...

You need to consult an expert probate law attorney so that he/she can review the paperwork in question and advise you accordingly.

With this much money reported on your 1099, you definitely need to hire a professional to prepare your income tax return. Do NOT try to do this...

As Mr. Cowan says, there is an internal appeal process inside the IRS BEFORE it is necessary to file an appeal with the Tax Court. So if you have...

If I understand you correctly, you think that by filing Form 13.7 you will be avoiding the necessity for a hearing. That is not the purpose of...

The rule in Ohio is that creditors have six months from the date of death to make claims against an estate. If your husband died 3 years ago, as...

No. It is a gift from your uncle to your son ---- it is not income to you. So you do not need to report it.

Ordinarily, my advice would be to find a more cooperative broker and do a trustee-to-trustee transfer on the inherited IRA ---- then have the new...

You were all breaking the law. You probably won't end up in jail, but your ex and your boyfriend could end up owing a boatload of taxes and...