Oct 23, 2024
9:42:40am
mkg All-American
Most tax issues will be favorable fortunately. For non-retirement accounts, he
Will get a basis adjustment to market value as of her date of death. So predeath appreciation goes away. It’s important to have evidence of the date of death value. The brokerage firms will do it if asked. He can file as a qualified widower for 2 years.

Talk with a good accountant.
mkg
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mkg
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