asked

My Dad passed away in February 2022 and my mom inherited his municipal retirement fund. It was fully cashed out in July and the customary 20% was withheld. It looks like she may owe $56,000 - $82,000 in taxes additionally. How can we bring that number down or eliminate it altogether? She has a Schedule C and can contribute her maximum amount of $61,000 to a SEP IRA before her return is filed. Even though my dad passed earlier in 2022, would his contribution be able to be made?

April 17th, 2024

Sign Up to View Answers

Create an account to view answers and interact with the community!