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i am still on the death benefit exclusion for my aunt age 90 who died 2021. what amount do i put on death benefit exclusion line before federal estate tax line. do i put 0 or the amount that i received as beneficiary/

 
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3 Replies
Cynthiad66
Expert Alumni

i am still on the death benefit exclusion for my aunt age 90 who died 2021. what amount do i put on death benefit exclusion line before federal estate tax line. do i put 0 or the amount that i received as beneficiary/

Put 0:  Note: The death benefit exclusion is not available for individuals who died after August 20, 1996.

 

If you are the beneficiary of a deceased employee (or former employee) who died before August 21, 1996, you may qualify for a death benefit exclusion of up to $5,000. The beneficiary of a deceased employee who died after August 20, 1996, won't qualify for the death benefit exclusion.

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i am still on the death benefit exclusion for my aunt age 90 who died 2021. what amount do i put on death benefit exclusion line before federal estate tax line. do i put 0 or the amount that i received as beneficiary/

thank you so much!

i am still on the death benefit exclusion for my aunt age 90 who died 2021. what amount do i put on death benefit exclusion line before federal estate tax line. do i put 0 or the amount that i received as beneficiary/

Problem solved. Thanks!

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