The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Compliments to IRS Date:  2/16/2011  11:15 PM
Author:  vkg Number:  112314 of 127637

I ran across during my Southern California sentence in which a sizeable amount was being written off because "taxpayer is deceased and all assets have been distributed."

I don't know what you consider sizeable, but I doubt it would have been in that catagory. The major issue was a 401K rollover that wasn't reported on the tax return. The other issues were a result of the tax preparer making a mess of reporting 1099s, 1099Rs and W-2s.
Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us