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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/finance/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. Filing status - Wikipedia

    en.wikipedia.org/wiki/Filing_status

    An individual's tax liability depends upon two variables: the individual's filing status and the taxable income. [16] The status can determine the correct amount of tax, whether the taxpayer can take certain tax deductions or exemptions that could lower the final tax bill, and even whether one must file a return at all. [17]

  5. Estate tax in the United States - Wikipedia

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

    If the income from estate tax is reduced, this would have to be made up broadly through taxes on working people. Accordingly, if estate tax was increased relative to other taxes, Irwin Stelzer argues it could pay for "lowering the marginal tax rate faced by all earners. Reduce taxes on the pay for that extra work, and you will get more of it ...

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

    www.aol.com/finance/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 ...

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

    www.aol.com/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 ...

  8. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    For estates subject to the estate tax, inheritors of an IRA will get an income-tax deduction for the estate taxes paid on the account. The taxable income earned (but not received by the deceased ...

  9. Your State Refund Could Be Taxable: 2 Ways To Avoid ... - AOL

    www.aol.com/finance/state-refund-could-taxable-2...

    Receiving a state tax refund can feel like a financial windfall, but it's important to understand the implications it may have on your federal taxes. Here's what you need to know to navigate this...

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