Hi:
My husband died this year on Feb. 5. I understand that I can claim Married Filing Jointly status for Tax Year 2024.
There were several IRA, pension, and bank accounts that were transferred into my name (alone) this year; there was also one account (brokerage acct @ Ameriprise) that I needed to cash out for income. What are the most important differences to keep in mind between these as I sort things out for the 2024 tax year?
Thank you,
Kathleen
