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It would be helpful for this and many other questions if members put their state in their profile information so that it shows with your posts. In Virginia, distributions can be made from an estate without prior approval.

No.

No. The older child is NOT providing more than 50% of the support for the sibling. No EIC. The older brother is NOT providing the household for his sibling. Short answer... No & No

Older brother makes too much money to qualify as a dependent of someone other than himself.

If he's incorporated - yes. And they won't like that answer. Technically, if they have not filed for exempt status with IRS, they are not exempt and must file tax-paying return. I had one of these a few year ago, but income was very low and I convinced them to get the exemption status going so we could at least call it "applied for".

I don't understand why they can sell the same product to one client cheaper than to another person. I don't like to deal with companies that don't deal fairly with everyone. In my opinion for whatever it is worth, they should determine what they feel is a fair price and one that they can deal with and sell it to everyone for that price. They are saying by their policy that they are going to stick you for whatever they can. I'm glad that I don't deal with them anymore.

I always thought beneficiaries had an automatic right to the return. Guess not. Here it is from the Internal Revenue Manual https://www.irs.gov/irm/part11/irm_11-003-002.html 11.3.2.4.7 (08-29-2008) Estates The administrator, executor, or trustee of an estate may receive returns and return information of the estate. Any heir at law, next of kin, or beneficiary who establishes a material interest which will be affected by the return or return information may also receive returns and return information. A material interest is an important interest and is generally, but not always, financial in nature. Example: Submission of a copy of a will by a beneficiary who is described in the will as entitled to "x" percent of the decedent’s gross estate, together with a statement that the decedent's return is needed to assist the beneficiary in determining whether he/she has received a proper share of the estate, would generally be sufficient to permit disclosure. The merits of an action, such as a law suit brought by a beneficiary, will generally, but not always, have no bearing on the material interest determination. The requester must furnish satisfactory evidence that he/she is an administrator, executor, trustee, heir at law, or next of kin under applicable state law, or is named as a beneficiary in the decedent's will. Generally, written evidence such as a copy of the will, proof of relationship, or letters testamentary will be furnished to show satisfactory proof of entitlement. See IRM 11.3.3.3, Distinction between Disclosure to Designees and the Conference and Practice Requirements, regarding representatives for estates. Requests for returns must be made in writing.