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  2. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    However, some states have their own estate or inheritance taxes with much lower thresholds — for example, Massachusetts taxes estates over $2 million if the death occurred after January 2023.

  3. What To Do If You’re Still Waiting on an Old Tax Refund

    www.aol.com/still-waiting-old-tax-refund...

    In addition to federal tax refunds, state tax refunds can go missing, as well. However, as there are 50 individual states, there is no national point of contact you can use to track down an old ...

  4. 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; A copy of the requester's government-issued ID; and; A court order issued in the United States that satisfies AOL's requirements. AOL will provide you the required language for the court order. You can request the content of the account through this form.

  5. What is transfer on death (TOD) for estate planning? - AOL

    www.aol.com/finance/transfer-death-tod-estate...

    Upon your death, estate taxes may apply if the total value of your estate exceeds the federal exemption threshold, which is $13.61 million in 2024. Most people won’t come anywhere close to this ...

  6. Estate tax in the United States - Wikipedia

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

    To put this in perspective, a reduction in annual charitable donations in life and at death of $10 billion due to estate tax repeal implies that, each year, the nonprofit sector would lose resources equivalent to the total grants currently made by the largest 110 foundations in the United States. The qualitative conclusion that repeal would ...

  7. Tax refund interception - Wikipedia

    en.wikipedia.org/wiki/Tax_refund_interception

    A tax refund interception, also referred to as a tax refund offset, is the act of an agency responsible for sending tax refunds using all or part of a refund to fulfill an obligation of the taxpayer rather than sending the money to the taxpayer him/herself.

  8. Income Taxes 2025: Will Your Refund Go Up or Down If ... - AOL

    www.aol.com/income-taxes-2025-refund-down...

    Hold onto your W-2s! The 2024 election could shake up your tax refund faster than you can say "1040-EZ." With Kamala Harris potentially taking the Oval Office, many Americans are wondering if their...

  9. Form 1095 - Wikipedia

    en.wikipedia.org/wiki/Form_1095

    Form 1095-A may have implications for resolving differences between estimated and actual health insurance subsidies for marketplace plans. By contrast, Forms 1095-B and 1095-C are only sent to the individual and for his or her own reference, and the individual does not need to send them to the IRS, their employer, or anyone else for that matter ...