asked

In 2017, my wife and I received notice from a third party that her deceased father had an open account after the estate was closed. My wife was the executor for this transaction, and the amount was ~$89,000. We just received a 2017 Form 1099. Recipients ID number is my wife's SSN, and the recipient is US Bank N.A. IRA Custodian for my wife's name ABO father's name. This money was split in thirds among my wife, her brother, and the third party that discovered the account. What are the tax liabilities for me and my wife?

January 6th, 2024

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