BobKamman
Level 15

Shouldn't make any difference in a community-property state, there's no revocable trust involved here.  Was the $30,000 income from dividends and interest, or was it from capital gains for which the broker didn't use stepped-up basis?  

And I don't see anything indicating the account was not closed in 2024.  Was this income earned before they got around to transferring it to the widow?  

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