Tax & Estate Question--on IRS Form SS4 for EIN, what does "...the date when the estate was legally funded" refer to?
Kaye's answer
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Answered on December 08, 2021
It sounds like this estate has been really messed up because you did not hire a qualified professional when you should have. Too bad! You need...
As a disabled person, am I allowed to contribute to both a Roth IRA and 529 ABLE plan in the same tax year?
Kaye's answer
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Answered on December 08, 2021
Long-term disability income that you receive prior to the minimum retirement age under your employer’s plan and that is shown as taxable...
Why did I not receive my tax refund when I was advised in August of the amount it was to be?
Kaye's answer
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Answered on December 08, 2021
IRS is really backed up right now, and EVERYTHING is taking longer than normal. You received a form letter that was drafted long before COVID and...
I receive my late husbands line of duty disability, can the pension board submit the pension I receive to the IRS?
Kaye's answer
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Answered on December 07, 2021
Pension income is taxable. You will receive a 1099-R in January/February for the pension that you received in 2021.
My grandpa gave me my grandmas car after she got dementia, can he legally sign the title over?
Kaye's answer
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Answered on December 07, 2021
If your grandpa has a validly executed durable financial power of attorney that was signed by your grandma while she was still legally competent,...
transfer on death ohio
Kaye's answer
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Answered on December 07, 2021
Agree with Mr. Ertle. The transfer-on-death affidavit only transfers title to real estate, not the personal property inside. You need to sit...
What are my legal options??
Kaye's answer
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Answered on December 07, 2021
You need to consult an expert probate law attorney to discuss your options. If there is actual language in the will leaving specific items to...
How to get a title?
Kaye's answer
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Answered on December 06, 2021
It is unclear from the question exactly who owned he boat at the time of the ex-husband's death. Was title in the GF's name only? Or was title...
How do i get whats owed?
Kaye's answer
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Answered on December 06, 2021
There could be a number of very valid reasons why your sister has not yet selected a corporate trustee, most likely being that the underlying...
What form do I need to download and fill out on Licking county probate website to be a executive or admin for my mother
Kaye's answer
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Answered on December 06, 2021
My condolences on the loss of your Mother. I agree with Attorney Jaap. Getting appointed by the Court to be Executor of your mother's estate is...
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