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My mom passed away in Feb 2012, and my sister was the executor of her estate. Her final assets total about $82,000 for each of us. My sister took a lump sum last year, but I took $25,000 in 2013 and left the remainder in the investment (NY Life annuity). Do I need to fill out any paperwork or tax forms regarding getting this money, and do I owe any inheritance tax on this amount? Also, does the state of PA (where I live) get involved in any forms or taxes? Is it different if I rolled the remaining money ($57K) into an IRA?
April 22nd, 2024
I made $11,000.00 in 2018, have collected no unemployment, have no children, and no spouse. Do I owe taxes, and if so, what would I receive in owed taxes?
November 9th, 2023
I can't get my AGI from the IRS due to my address. I want to e-file. What can I do?
May 21st, 2024
I'm a 23-year-old college graduate who took an unpaid internship in Summer 2018 and received a $2000 housing stipend as a lump sum at the end of the internship. I don't know how to report this. Have you talked to a tax professional about this?
January 26th, 2023
What are the long-term vs. short-term considerations when selling stock from an employee stock purchase plan (ESPP)?
March 28th, 2024
Where should I insert the result of Form 4562 for amortization of research materials, as the instructions for Form 4562 say to put it on Schedule A, line 16, but the instructions for Schedule A explicitly limit what can be entered to their list, excluding what would be on my Form 4562?
January 27th, 2023