hntrust
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Probably only last years return. Information such as carryover losses will be imported to this year's return .
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As a follow-up, we consulted an attorney and confirmed that code section 2040, 1014, and 2036 would also apply in this scenario and that the joint owner would r...
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Yes, I know where you are coming from since I am trustee for several trusts my parents set up 30 years ago for my brother who cannot manage money. We got our es...
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I guess my son-in-law is okay then since there are no other heirs, he is an only child.
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Thanks, can you point me to the references that you found?
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