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Showing content with the highest reputation on 07/26/2023 in all areas
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She was single at the time of the gift. Even if he was alive, gift-splitting between spouses is an election so you wouldn't need his SS unless they chose to split their gifts.1 point
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I sent an email alert to my clients. The phone numbers on the email are real, they are hoping that helps fool people into clicking the link. I used the email to remind my clients that if I have an 8821 on file for them, I can check their account to see if there is any money outstanding and I will also receive a copy of any actual correspondence from the IRS.1 point
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Bequests come from corpus. The beneficiaries will not get K1s for bequests. The charity will get the income and the rest of the corpus.1 point
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Two friendly faces are more than I deserve, but there is a matter of distance for CT for 4 hrs credit. I said I don't mind driving but at some point I do have to be practical. Would love to see those two faces elsewhere. I am quite interested in the Delaware thing but the linked information is premature at this point. I'll be checking back. Thanks for the response.1 point