asked

I am the executor of my partner's will. He was retired and his only income was social security. We jointly owned a boat and had joint savings and checking accounts. I sold the boat after his death. Do I need to file a return for him and are there any tax obligations for me since I am now the sole owner? Additionally, I gave his son two gifts totaling $28,000 in 2017 and 2018. Do these gifts have any tax implications?

October 4th, 2024

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