I am a long time customer of H&R block and also did my step mom's taxes through your co...

GetHuman-easy_dat's Запросить налоговую помощь с H&R Block из август 2022

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I am a long time customer of H&R block and also did my step mom's taxes through your company. My step-mom has passed away and I am executor of the trust. I would like some tax advice for myself and trustee's. (conference call if possible).**The trust is complex across * states (CA, TX, CT) it has multiple parts real estate in CA and CT as well as investment accounts and an IRA. I may have provided the trust information in the past tax season and PoA to do my step-mom's taxes.**The trust is the beneficiary on all accounts and assets are divided between * people. The trust value in stocks * IRA * *.* m**for the stock investment account-* some stock is considered "short term" and I assume that all stock would need to be sold to distribute to the trustees - Who is responsible for the capital gains once the stock is sold? (if anyone)* my step mom took her mandatory distribution for this year. will I need to file her taxes for ****?**for the IRA investment account -* I think that the stock here needs to be sold and distributed. From what I've read each trustee will have ** years to pull from their respective accounts and pay taxes at whatever their tax rate would be**for the real-estate in CA - this was supposed to go to me and my brother at the time of my dad's death a year and a half ago. My step mom was supposed to do this but it was her wishes for this to wait until she passed. would there be any step-up value from the time it was supposed to happen (at my dad's passing) or would the dates be as of her passing? We are considering putting money into these houses to increase the selling value. (is this wise? how does this work?) - the title for these are already in the trust**real-estate in CT - it was in my dad * step-mom's name and needs to be transferred to grandson**Please advise -**Gary Jones****-***-****

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H&R Block

Задайте вопрос о налоговой помощи
Reported by GetHuman-easy_dat
авг. 10-го, 2022 - месяц назад
Not resolved
До сих пор замечено 9 клиентами
Проблема, аналогичная 561 другим
0 клиентов, следующих за этим
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Электронная почта на счет
Предыдущий год AGI
Домашний адрес
Имя владельца счета
Номер телефона


GetHuman-easy_dat начал работать над этой проблемой
авг. 10-го 2:08дня