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Retirement tax questions
There is no specific form to file with his 1040 unless there has been a discharge of indebtedness (which there has not). As a result, Form 982 does not need to be filed with the return.
You really should consult with the probate attorney regarding having the personal representative relieved of personal liability for any taxes that may be due.
‎September 5, 2024
11:09 AM
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