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  2. How To File Taxes for a Deceased Relative - AOL

    www.aol.com/file-taxes-deceased-relative...

    When a deceased taxpayer refund check is due, you might need to file Form 1310 — Statement of a Person Claiming Refund Due a Deceased Taxpayer. Form 1310 isn’t required if a surviving spouse ...

  3. How to File a Final Tax Return for a Person Who Has Died - AOL

    www.aol.com/file-final-tax-return-person...

    After a loved one passes away, the person in charge of settling the deceased's estate is responsible for filing a final individual income tax return and the estate tax return when due. See: Best...

  4. How To File Taxes for a Deceased Relative - AOL

    www.aol.com/finance/file-taxes-deceased-relative...

    Upon a death in the family, there will likely be a number of unpleasant tasks to perform, including filing taxes for deceased loved ones. Because death and taxes are inevitable, there's a good ...

  5. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States; A copy of the requester's government-issued ID; and; One of the following documents: • A copy of the will of the deceased AOL account holder giving the requester access to digital assets; or

  6. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The descriptive "death tax" emphasizes that death is the event that invokes a tax on the deceased's former assets. An estate tax is levied on the deceased's assets before they are distributed by the federal government and twelve states; Connecticut, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New York, Oregon, Rhode Island ...

  7. Internal Revenue Service - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Service

    The Internal Revenue Service (IRS) is the revenue service for the United States federal government, ... Over 20,000 taxpayers were erroneously marked as deceased in ...

  8. Form 1099-R - Wikipedia

    en.wikipedia.org/wiki/Form_1099-R

    May be eligible for 10-year tax option (see Form 4972). B Designated Roth account distribution. (Note: If code B is in box 7 and an amount is reported in box 11, see the instructions for Form 5329.) C Reportable death benefits under section 6050Y. D Annuity payments from nonqualified annuities that may be subject to tax under section 1411. E

  9. Internal Revenue Manual - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Manual

    The IRS Internal Revenue Manual is the official source of instructions to IRS personnel relating to the organization, administration and operation of the IRS. The IRM contains directions IRS employees need to carry out their responsibilities in administering IRS obligations, such as detailed procedures for processing and examining tax returns.

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