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  2. How To File Taxes for a Deceased Relative - AOL

    www.aol.com/file-taxes-deceased-relative...

    When a deceased taxpayer refund check is due, you might need to file Form 1310 — Statement of a Person Claiming Refund Due a Deceased Taxpayer. Form 1310 isn’t required if a surviving spouse ...

  3. Will My Beneficiaries Pay Taxes on Life Insurance? - AOL

    www.aol.com/finance/beneficiaries-pay-taxes-life...

    When beneficiaries receive a payout from a life insurance policy, they typically don't have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is ...

  4. Do You Pay Taxes on Life Insurance? - AOL

    www.aol.com/pay-taxes-life-insurance-144951266.html

    Owning a life insurance policy can be an effective way to ensure that your loved ones are provided for if you die prematurely, and it can also play an important role in estate planning. But do you ...

  5. Personal exemption - Wikipedia

    en.wikipedia.org/wiki/Personal_exemption

    The income tax law in its modern form—which began in the year 1913—included a provision for a personal exemption amount of $3,000 ($71,764 in 2016 dollars), or $4,000 for married couples. ($95,686 in 2016 dollars) Over time the amount of the exemption has increased and decreased depending on political policy and the need for tax revenue.

  6. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The term "death tax" more directly refers back to the original use of "death duties" to address the fact that death itself triggers the tax or the transfer of assets on which the tax is assessed. While the use of terms like "death duty" had been known earlier, specifically calling estate tax the "death tax" was a move that entered mainstream ...

  7. How To File Taxes for a Deceased Relative - AOL

    www.aol.com/finance/file-taxes-deceased-relative...

    Upon a death in the family, there will likely be a number of unpleasant tasks to perform, including filing taxes for deceased loved ones. Because death and taxes are inevitable, there's a good ...

  8. How Can I Avoid Taxes on Life Insurance Proceeds? - AOL

    www.aol.com/avoid-taxes-life-insurance-proceeds...

    If you are the beneficiary of a life insurance policy from a person who has an estate over the estate tax exemption limit ($12.06 million) you could have to pay estate taxes for that payout.

  9. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States. If a death certificate is not available, please contact AOL Customer Service at 800-827-6364. You can request the suspension or cancellation of billing and premium services through this form.