Hello dmertz and Mike9241,I just wanted to thank you for your help with this matter.After several calls, emails, and phone messages, my brokerage did allow the ...
No, it was not a real estate transfer tax.The state was Oregon. The form was OR-706 Oregon Estate Transfer Tax Return. The estate owed taxes, which the estate p...
Thanks for your response, tagteam.I live in a state that imposes an "Estate Transfer Tax," which is separate from and in addition to the state income tax on the...
dmertz,Thank you for your answers to my questions. I don't really want to file a 1041 for each of the next 10 years, so I'll look into transferring the IRA out ...
