Catherine Posted January 10, 2009 Report Share Posted January 10, 2009 Hey folks -- I have a client whose husband passed away. They had enough warning that the few things that weren't in joint names were put into both their names well before his death. Total assets are well under any federal or state limits. No IRD; he wasn't employed and any/all interest was from accounts in joint names. What do people think about preparing/filing estate returns with all zeros to get the SOL started? And if so, then in ATX how do I get those zeros to _print_? When I've tried, I get blank lines. Blanks are not equivalent to zeros; they just look like they're blank. Catherine Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted January 10, 2009 Report Share Posted January 10, 2009 No estate tax return is required. taxbilly Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 10, 2009 Report Share Posted January 10, 2009 I AGree no return required but still get appraisals on the real estate and stock, the wife still gets a partial step-up. in Preferences there is an option to print "0" on all blank lines. Quote Link to comment Share on other sites More sharing options...
Catherine Posted January 11, 2009 Author Report Share Posted January 11, 2009 I AGree no return required but still get appraisals on the real estate and stock, the wife still gets a partial step-up. in Preferences there is an option to print "0" on all blank lines. No stock; only real estate is the house (not worth much, but she has an appraisal). The preferences will be very good to know about; thank you! Catherine Quote Link to comment Share on other sites More sharing options...
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