DianeW
Expert Alumni

Retirement tax questions

Enter each statement separately, then on the one with Jacks's name choose jointly owned if they were always jointly owned or select Jack if he was the sole owner before death. Next, check only your name on the one with your name on it since you are the only owner after death.

A: Yes, enter separately, use instructions above to select who they belong to.

B: No.

C: Yes, use instructions above to select who they belong to.

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