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Deductions & credits
Again, thank you so much for your response, which I understand. I am not sure if this makes a difference but the twist here is that my deceased spouse designated a beneficiary (the charitable organization) to her investment account that takes effect upon her death. Even as a spouse, the beneficiary designation is something that I cannot change and seems as if it may be a bit different from joint income or deductions. So, I wonder if I have the authority to include an after death donation in our final joint return or is this somehow an estate issue. There is no estate tax liability - well below the liability threshold. Sorry to follow up again.
‎April 17, 2024
9:46 AM