Filing taxes for a deceased retired person So, my mom passed away a couple months ago (specifically, the day after Thanksgiving), and luckily for me, I’m the executor of her estate (yay). Anyway, it’s the start of tax season, and so far I haven’t seen a single tax document get mailed to her. She was a single woman (dad passed several years ago), who had been retired for a number of years…

Paying off deceased mother’s debt with lowest tax implications My mother passed last year (fuck cancer). She had far more money that we expected but certainly nothing that’s in the realm of “we can stop working the rest of our lives” money. The majority of the money is sitting in a traditional IRA that has her children as beneficiaries. For round numbers, let’s say that each child gets $50,000, though I don…

How/where to get higher-resolution images for printing (for home decor) of rarer old images by deceased photographers? Recently moved and looking to do something I’ve always wanted, which is to print + frame some cool older images I’ve saved over the years of various sports figures, musicians, artists, etc. which I admire. Thing is, being that most of these images are many decades old, most (read: all- I searched) of the photographers have passed, so I don’t kno…

Deceased father had unclaimed assests My father passed away in 2002 when I was a minor. My godfather, his brother, was the executor of his will. I just recently found out he has a few thousand dollars in unclaimed property in the state of NJ. I contacted the probate court and they told me my godfather, and ONLY my god father, can request the certificate I need to claim the money. Ho…

Union Retirement of Deceased First off, if this is the wrong place, please direct me where to go. My father had passed away in 2013, retired 2002. He was a member of a local union. Each time I call the union to get help regarding his pension I get no where. When he passed away, I packed up as much paper work as I could to help me recover personal property, bank accounts an…

How to find out if ex-spouse is deceased for Social Security? For the purposes of collecting social security survivor benefits, how does one go about finding out if the ex spouse has ceased? Will the SSA provide that information if asked? My parent has had no contact with ex but should qualify as they were married over 10 years, is over 65, and hasn’t remarried. submitted by /u/jerwong

What to do with a deceased family members IRA. A family member passed away a few years ago and their IRA is now under the control of another family member. This family member wants to make sure all of us i.e. the nieces and nephews can benefit from it say if we need things like a down payment for a house etc. But we are not sure what we can do with that money to take any tax burden off of th…

Tesla sued by deceased driver’s family over ‘fraudulent misrepresentation’ of Autopilot safety The family of a Tesla driver who died in a crash while using Autopilot last year is suing the company.

Update: Managing Deceased Parents Assets I made this post about a month ago: https://www.reddit.com/r/personalfinance/comments/1fg7pqr/managing_deceased_parent_assets/ It has been a tough time, but I’m trying to take it one day at a time and I have a great friend who is helping me when I get very down. Things will be better someday and I appreciate the people that gave me good advice o…

Examples of X/Twitter channels of deceased celebrities Are there any examples of deceased celebrities you can think of who had “verified” (in the old school sense) Twitter profiles that 1) continued after their death (probably to promote a thing they cared about or 2) were memorialized in some way? How did celebs who died have their verified (in the 2014 definition of verified) handles managed posth…

Father had JPM IRA, mother was beneficiary but she is deceased My mother died a little while back and soon after that, my dad had a stroke and we were never able to get the paperwork through to JPMorgan to update the beneficiaries on his IRA to me and my two sisters. He died in May. I’ve talked to JP Morgan a couple times, and gotten conflicting information about how the IRA will be distributed. They asked …

Inherited sports cards from a recently deceased family member. Tax implications? So it’s a large amount of sports cards that I inherited in the past week, and I have decent knowledge in the field. I have estimated the total value to be between 50-125k depending on grading. From my understanding, the only capital gains tax I am subject to is the gains I have received while having these in my personal possession. This would be…

Deceased Parent Debt My mom died Aug 26 2023, I knew she had a HELOC loan, and went to WellsFargo to show her death certificate and any information they needed including her loan account number, SSN, drivers license, my DL, my SSN so that I could find out what to do next. They told me I wan’t officially on the loan so they couldn’t give me any more information. WF o…

Trying to.sell deceased fathers house heloc issue Short version is Trying to sell the home my mother and I have been informed that there is supposedly a home equity line of credit against the home for 30k but after speaking with huntington (the bank we were told the heloc is through) they have no records or account numbers of an outstanding balance… Amy advice or guidance on this? Thanks.. …

Life insurance payout to a deceased recipient? In 2018, my grandmother passed away, and apparently she had life insurance that was to be paid out to my father, my 2 uncles and 1 aunt, more on that later. In 2022, my Aunt passed away and my father was made executor of her estate due to the fact she had no spouse or children, my uncles agreed to this due to the fact we lived closer and it’d be…

Parent Plus loan in collections for deceased parent – should I dispute it? I finished undergrad in 2011 and have been paying on an unpaid balance with my school since 2012. The account is with Williams & Fudge and the original balance was almost $17.5k and a majority of it was a Parent Plus loan that my dad took out to help put me through college. He passed away in 2015 and I initially called to inquire if this debt be…

Deceased parent’s finances don’t add up I’m looking for some help figuring out what could have happened with my deceased father’s finances. My father passed about a year and a half ago, leaving behind an unbelievable financial mess. The mess included several years of unpaid income taxes and property taxes, as well as unpaid bills, drained bank accounts, and surprisingly little life in…

deceased daughters debt I 52f lost my daughter 23f a month ago. I just found out a few days ago that she had $6k in credit card debt that I wasn’t involved with. She recently got a letter from a debt collection agency saying she owed $7k to PayPal, that I have no knowledge of. It looks like she disputed the debt right before she passed away and this is the debt verific…

Tranfering stocks from deceased parent Hi. Hope someone out here on Reddit could tell me how to transfer stocks that my father left. Long story short, my father left me some stocks and said to grab the paperwork from his spouse when he passes. The spouse shredded the documents and refused to give me anything. I contacted Computershare who said they didn’t have anyone on file as the…