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  2. Estate tax in the United States - Wikipedia

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

    The federal estate tax does not apply to such a person's estate. A person who became a U.S. citizen otherwise even though resident in a U.S. territory at the time of death is subject to estate tax. [47] For U.S. estate tax purposes, a U.S. resident is someone domiciled in one of the United States or the District of Columbia at the time of death ...

  3. How to protect your deceased loved one’s credit after death

    www.aol.com/finance/protect-deceased-loved-one...

    On this return, you must indicate the person’s death. At present, the IRS doesn’t require any other notification of the death, but you should always look to irs.gov for up-to-date tax information.

  4. Form 1099 - Wikipedia

    en.wikipedia.org/wiki/Form_1099

    Payments to an entity were required to be reported if the payments totaled at least $800 during the year. The payor was required to report the name and address of the payee and the total amount of payments on Form 1099 and sent to the Internal Revenue Service by March 1 of the year following the payments. The payor was required to include Form ...

  5. Tax information reporting - Wikipedia

    en.wikipedia.org/wiki/Tax_information_reporting

    The tax information return most familiar to the greatest number of people is the Form W-2, which reports wages and other forms of compensation paid to employees. There are also many forms used to report non-wage income, and to report transactions that may entitle a taxpayer to take a credit on an individual tax return.

  6. 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 ...

  7. What to Do When a Loved One Dies - AOL

    www.aol.com/loved-one-dies-121300644.html

    The death must also be registered with the state’s vital records office. "In many cases, 10 copies of the death certificate will do, but the more accounts the individual has, the more copies you ...

  8. Potentially dangerous taxpayer - Wikipedia

    en.wikipedia.org/wiki/Potentially_dangerous_taxpayer

    Potentially Dangerous Taxpayer (PDT) [1] is a government designation assigned by the Internal Revenue Service (IRS) to taxpayers of the United States of America whom IRS officials claim have demonstrated a capacity for violence against employees of the IRS or other government agencies, contractors or their families.

  9. How to protect your deceased loved one’s credit after death

    www.aol.com/finance/protect-deceased-loved-one...

    In general, a deceased person’s debts will be settled by their estate. That means the property and assets they owned at the time of their death will be used to pay off their debts.