Dang, man. I missed that news. I am truly sorry for your loss.

Doesn’t really seem too complicated.

Do you have any friends who are CPAs would be willing to help? Maybe just to check your work.

If not, where are you, physically? I bet someone here who is close to you can recommend someone. If you’re in the 757, I’ve got a couple of CPA friends that would be willing to do it without charging you.

In response to this post by Hokie Koooster

Posted: 08/24/2018 at 1:19PM

Could use some advice... -- Hokie Koooster 08/24/2018 12:52PM

Sincerest condolences, Koost. Can't imagine the pain that must be** -- Technocrat 08/24/2018 7:53PM

So very sorry ** -- LaneRat 08/24/2018 2:51PM

The probate office will provide forms for inventory and accounting -- lchoro 08/24/2018 2:40PM

Yeah, I've met with the clerk's office already -- Hokie Koooster 08/24/2018 3:08PM

A few things (inside) -- FfxStationHokie 08/24/2018 2:31PM

Yes/yes/yes - IRA is only about $3,500 ** -- Hokie Koooster 08/24/2018 2:35PM

Good (inside) -- FfxStationHokie 08/24/2018 2:52PM

I can't imagine. Sorry, Koooster ** -- HokieDiver 08/24/2018 2:23PM

A reputable CPA should be avle to give you an initial consultation -- One4VT 08/24/2018 1:56PM

I don't have CPA advice-just wanted to say thoughts are with you...I .... -- TD-Tech 08/24/2018 1:47PM

Have you moved the 401K into your name or is it still in his name? -- Hokieesith 08/24/2018 1:46PM

Does he not have to deal with the 401k as an inherited IRA -- VaTechie 08/24/2018 8:39PM

Looks like he withdrew all of it, so there won’t really be any -- Hokieesith 08/24/2018 9:12PM

Got ya ** -- VaTechie 08/24/2018 9:15PM

You’re a CPA, right? I seem to recall that before you changed your handle. ** -- CPRVHokie 08/24/2018 2:18PM

Yes. ** -- Hokieesith 08/24/2018 2:29PM

I just followed Oppenheimer's instructions on disbursing it to his estate ** -- Hokie Koooster 08/24/2018 1:55PM

When you say "disburse" do you mean just putting it into the estate name -- Hokieesith 08/24/2018 2:32PM

I had to give the EIN to Oppenheimer and the check will be to his estate ** -- Hokie Koooster 08/24/2018 2:34PM

Who was the beneficiary of the 401k? ** -- CPRVHokie 08/24/2018 2:38PM

There wasn't one designated ** -- Hokie Koooster 08/24/2018 2:43PM

Is the insurance payout payable to his estate? ** -- CPRVHokie 08/24/2018 2:56PM

Yes - insurance settlement and IRA are the two things comprising his estate ** -- Hokie Koooster 08/24/2018 3:06PM

Looks like you will need to file an estate return. ** -- Hokieesith 08/24/2018 3:14PM

Aaaaaaand we’re back where we started. ** -- CPRVHokie 08/24/2018 7:00PM

Kind of. Needs to be done in steps. -- Hokieesith 08/24/2018 8:13PM

God Bless, hang in there. Two thoughts on help -- RichwebHokie 08/24/2018 2:21PM

Dang, man. I missed that news. I am truly sorry for your loss. -- CPRVHokie 08/24/2018 1:19PM

Thanks. Yeah, I live in the 757 - in Poquoson ** -- Hokie Koooster 08/24/2018 1:55PM

OK. Kinda tough on a Friday, but I’ll make some calls on Monday. -- CPRVHokie 08/24/2018 2:16PM

You're a good egg, CPRV. -- s.mill hokie 08/24/2018 2:25PM

Lol. Never found a reason to change it. Always makes -- CPRVHokie 08/24/2018 2:32PM

When you dial into AOL, does your wife get annoyed at how long -- ElbertoHokie 08/24/2018 4:24PM

If that’s your way of calling my wife a hog, I’ll ask you to step outside -- CPRVHokie 08/24/2018 6:59PM

Wow. I forgot all about that service. ** -- 48zip 08/24/2018 3:09PM

Re: Could use some advice... -- DaveVT 08/24/2018 1:09PM

There are accountants who can legally represent you@ IRS. -- 48zip 08/24/2018 1:02PM

@Hokie CPA , can you help answer this question? -- Late 80s Hokie 08/24/2018 12:59PM

Dang, man. I missed that news. I am truly sorry for your loss.

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