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Money and Finances
Reply to "Family member death - Tax Filing and Retirement Accounts"
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[quote=Anonymous]OP, whoever is filing taxes for the deceased - it can absolutely be you - must report anything over $16k on form 709 - so long as it is less than $12M - no taxes owed. You can get management of retirement accounts - need to call each of them and let them know of death - they can help with next steps. Yes, you don't need a lawyer or accountant. It seems in your case it is fairly simple.[/quote]
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