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ProSeries TaxExperience: 10 years
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It was titled client background, 2023 filing status wasn't terribly relevant. Sorry.I didn't give exact death of husband. It wasn't necessary. It was April 2024...
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You can own a house for a very long time if you are old with a very low basis and not be extremely expensive. This isn't the first time on this site I've fielde...
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The date she sold the house after her husband died, it was only her house, she was alive and indeed a widower. 12/31/24 She was not alive. I guess that depends ...
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CLIENT BACKGROUND: 2023 Married Filing Joint; 2024 husband died 4/24, house sold 12/18/24, wife died 12/20/24.When completing the form home sales worksheet, que...
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Answer: Seems 709 Gift detail doesn't have to go on the Worksheet TG (Taxable Gifts). It looks like totals by year is all that is required so this imported data...
