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Reply to "Family member death - Tax Filing and Retirement Accounts"
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[quote=Anonymous]Unfortunately I am also going thru this now. It is completely overwhelming. I’m still gathering information but was told if the estate is less than 50,000 you can avoid probate in Virginia. I figured I wait until after the busyness of tax season to find an accountant to help with the returns. The investment company said they needed the probate paperwork & death certificate in order to deal with the IRA, etc. Get more copies of the death certificate than you think you need because everyone needs one in order to help you. I’m sorry for your loss.[/quote]
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