Topic
estates
4 stories related to this topic, newest first.
forbes.comfinance51 days ago
Forbes Publishes Guide on Post-Death Tax and Estate Tasks
Forbes released a practical guide on May 23, 2026, covering state estate and inheritance taxes, inherited retirement accounts, and handling personal property and records after a death. The article draws on the author's experience and outlines steps to reduce administrative burden…
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forbes.comfinance51 days ago
Tax Rules Address Estate Filings, Foreign Gifts, and Car Loan Interest
A newsletter outlines filing requirements after death, penalties for unreported foreign gifts, and limits on a new car loan interest deduction. The U.S. Tax Court is described as a venue for resolving IRS disputes before payment.
techjuice.pkworld51 days ago
Final Tax Return Required After Death for Income and Retirement Accounts
Executors must file a final Form 1040 if the decedent would have owed taxes. Additional returns and IRS obligations can continue after death.
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forbes.comfinance51 days ago
Forbes Publishes Guide on Post-Death Tax and Administrative Tasks
Forbes senior writer Kelly Phillips Erb released a practical guide on May 23, 2026, covering state estate and inheritance taxes, inherited retirement accounts, and handling personal records after a death. The article draws from the author's experience following her father's death…