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Originally Posted by MooreBonds
While I'm certainly not well versed in estate law...if your sister ended up owing the IRS money, it would certainly come from her estate, wouldn't it? So, using that logic, if there were instead a refund that she were due, why wouldn't the refund be considered part of her estate?
Make triplicate copies of that letter, laminate the original, and seal it in wax in a safe deposit box.  |
Planned on it. I found out she made two estimated tax payments totalling $3900 that the CPA didn't have info on.............so maybe that's the reason..............
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Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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