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Estates

June 9, 2015 audreyn@numberslaw.com Estates Tags: , , , , , , , , ,
The Personal Representative of an estate is responsible for filing the final income tax return for the deceased.  Income reported is from the beginning of the year to the date of death.  Any post death income is reported by the estate.  Investments and pensions are generally taxed to the person who inherits them.  I always recommend working with a qualified accountant or CPA to make sure that these tax returns are done properly.

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