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  2. I just inherited a windfall. What are the potential tax ... - AOL

    www.aol.com/finance/just-inherited-windfall...

    If there is an inheritance tax due, you must file a tax return within 18 months from the decedent’s date of death. If you fail to pay on time, interest and penalties could be assessed. Nebraska

  3. Where’s My Refund? What Illinois Taxpayers Need To Know - AOL

    www.aol.com/finance/where-refund-illinois...

    In Illinois, filing an error-free state tax return and requesting that the refund amount be deposited directly into a checking or savings account is the surest way of receiving the amount quickly ...

  4. 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.

  5. Cancellation-of-debt income - Wikipedia

    en.wikipedia.org/wiki/Cancellation-of-debt_income

    One exception to the requirement to file 1099-C is when a student loan has been discharged due to the death or permanent disability of the borrower under provisions of the Tax Cuts and Jobs Act of 2017. The IRS has issued a notice that lenders or servicers of loans discharged under these provisions are not required to issue Form 1099-C, and ...

  6. Estate tax in the United States - Wikipedia

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

    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 public discourse in the 1990s. This happened after a proposal was shelved that would have reduced the threshold from $600,000 to $200,000, after it proved to be more unpopular than expected, and ...

  7. Illinois Independent Tax Tribunal - Wikipedia

    en.wikipedia.org/wiki/Illinois_Independent_Tax...

    Created in 2012, the Tribunal is an administrative law forum of original jurisdiction for the adjudication of cases that involve determinations made by the Illinois Department of Revenue. These determinations may include notices of tax liability, and many of the cases heard by the Tribunal are appeals launched by taxpayers. There is a filing fee.

  8. 5 Things To Stop Doing With Your Tax Refund in 2024 - AOL

    www.aol.com/5-things-stop-doing-tax-120033959.html

    During the 2023 tax season, which dealt with 2022 tax returns, 64% of returns filed by April 21, 2023, resulted in a refund. But... 5 Things To Stop Doing With Your Tax Refund in 2024

  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 ...