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Finally getting around to doing my son's estate taxes. Who knows the rules?

What is the best way to get questions answered? I have two so far - hopefully that's it. I know CPRV offered to help but I don't want my procrastination to be put on his shoulders (procrastinating because it's so hard to do anything related to my son's death; doesn't seem to get better with time). Really don't want to walk into someone's office who has a person in a statue of liberty costume out front. I don't know if contacting the IRS directly is the best path - has anyone tried it and are they helpful? Any help would be appreciated.

Posted: 03/28/2019 at 08:21AM

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Finally getting around to doing my son's estate taxes. Who knows the rules? -- Hokie Koooster 03/28/2019 08:21AM

My dad is a CPA in RVA with practices in VA and MD. Shoot me an email -- ElbertoHokie 03/28/2019 10:18AM

Just checking, but have you been assigned as the executor of his estate? -- EDGEMAN 03/28/2019 08:34AM

I'm technically his "administrator" since he didn't have a will -- Hokie Koooster 03/28/2019 08:39AM

Are you talking about the estate filing, or the estate's tax return? -- EDGEMAN 03/28/2019 08:58AM

This is for his estate's tax return -- Hokie Koooster 03/28/2019 09:06AM

I don't think you have to file estate tax returns unless $600 income -- FfxStationHokie 03/28/2019 09:48AM

I think the IRA would trip that wire -- Hokie Koooster 03/28/2019 10:22AM

If it's a conventional, you treat it as income in the year it's liquidated -- EDGEMAN 03/28/2019 10:36AM

Inside -- FfxStationHokie 03/28/2019 10:33AM

Good points, and one thing that needs to be taken care of is... -- EDGEMAN 03/28/2019 10:43AM

It's your last points - it was cashed out and put into the estate -- Hokie Koooster 03/28/2019 11:01AM

Will have to defer to a CPA to answer both of those questions. -- EDGEMAN 03/28/2019 1:24PM

Thanks - the questions seem straightforward but answers elusive ** -- Hokie Koooster 03/28/2019 1:30PM