Tag Archives: estate attorney

Splitting Inheritance from Dad

Today TaxMama hears from Karen who tells us, “My husband is the co-beneficiary of his stepfather’s IRA. However, as part of the estate settlement, he has to pay his stepsister half of the value of his stepfather’s house. This amount just happens to equal the amount of the IRA that he has inherited. Do we […]

Just the Fax

Today Dennis in St. Louis, MO is getting notices from IRS. I am the personal rep of an estate. I made a mistake when applying for an employer Identification number using the calendar date instead of the estate’s fiscal date. As a result, I was immediately declared delinquent in filing my returns. I requested that […]