Release The Hounds
Dryer sheet aficionado
- Joined
- Jan 4, 2011
- Messages
- 31
My girlfriend was aiding a man in his 70s for several years, helping him with chores as well as keeping him company in the nursing home he was in. He passed away last year, but had appointed my gf as his executor with Power of Attorney and Power of Medical; he had 2 daughters who lived locally but had become estranged from them after he caught them stealing money from his accounts.
The court date to review the assignment of executor and validate the will will be in a few months.
My gf has since learned that this man had not filed tax returns in many years. He was on Social Security and received some sort of benefit from the VA due to his military service. I believe his SS benefits were around $25K a year. Right now, she cannot access his Social Security account online since she is not officially appointed by the court. I suggested logging onto his account and retrieving his tax transcript to find out the last time he filed.
Given how little money he earned, do you think there is any issue with him not filing? The only thing that I can see is that in order to file a tax return for his estate, his personal filings need to be up to date. My gf does not have any financial information except for what his bank account was at the time he died.
Thanks.
The court date to review the assignment of executor and validate the will will be in a few months.
My gf has since learned that this man had not filed tax returns in many years. He was on Social Security and received some sort of benefit from the VA due to his military service. I believe his SS benefits were around $25K a year. Right now, she cannot access his Social Security account online since she is not officially appointed by the court. I suggested logging onto his account and retrieving his tax transcript to find out the last time he filed.
Given how little money he earned, do you think there is any issue with him not filing? The only thing that I can see is that in order to file a tax return for his estate, his personal filings need to be up to date. My gf does not have any financial information except for what his bank account was at the time he died.
Thanks.