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Retirement tax questions
Thank you. My husband and I were living in AZ (a community property state) when he died, but I have since moved to CO (which is not a community property state). Does that have any bearing on whether I get a partial or a full step-up in cost basis? I know for selling a house in AZ after the death of a spouse, I’ll get a full step-up; so would I also get a full step-up for the bonds?
April 6, 2025
4:10 PM