Should i owe the irs taxes on money my dad had in Edward Jones that he signed over to me before he passed away?
You need to do now what you should have done years ago: consult a tax attorney and get this mess sorted out.
Columbus, OH
Tax Lawyer at Columbus, OH
Practice Areas: Tax, Estate Planning ... +3 more
You need to do now what you should have done years ago: consult a tax attorney and get this mess sorted out.
Not sure what you are asking. All of an irrevocable trust is irrevocable to the extent specified in the document. If you have a question about...
Research expert estate planning attorneys and discuss with your parents scheduling an appointment with one to set up an estate plan. Your parents...
Ohio taxes are complex: advise you get a professional income tax preparer -- at least for the year or two. Also, don't forget school district...
If you are receiving a gift from a family member, you may want to have the funds transferred into an individual account in your name only. That...
Depending on the amounts involved, gift tax returns may need to be filed. This applies whether she transfers funds into some kind of joint...
2017 is now closed. You can no longer receive a refund for 2017.
Trusts and estates file the same kind of return: fiduciary income tax return, Form 1041. So as Mr. Cowan suggested, just go ahead and have a...
Sometimes it takes a few months for information to post to the transcript.
Fill out a new W-4 with the correct amount of withholding and submit it to your employer.