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I am the executor on an estate from a while back that I have left open because of the probability of undiscovered assets. I just received a 1099 from a mutual fund for $2400 in long term capital gains. There is no other income for this estate in 2022. I think the LTCG tax rate is $0 up to $2800...

We sold my 89 year old mothers house recently. She will receive a stepped up basis from 2012 when my father passed. After subtracting her basis (had retrospective appraisal done), and costs of sale she will have gain of about $90,000 resulting in about $10,000 federal and $5000 CA tax when added...

I retired from a state job with a decent 457B plan. I have the funds in a very safe “Fixed Fund” paying about 2.6% which is just building up the balance as I haven’t taken any distributions. My wife is taking her social security and I get half of her amount while waiting for my larger amount at...