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Deductions & credits
@NCperson wrote:there is no question that there should have been a step up when the husband passed 20 years ago - as the property was not in an irrevoable trust at that time, right?
Right. If the husband had a share of ownership (presumably it was JTWROS) then it would have been included in his gross estate and there would have been a step up.
‎September 7, 2023
6:47 PM