Find Senior Care (City or Zip)
Join Now Log In
K
Kimberly14 Asked February 2020

My brother wants to file his taxes, but what if he passes before check arrives? Anyway he can sign it over to me, his sister?

Guestshopadmin Feb 2020
If brother is on Medicaid he can’t just sign check over to sister. That is gifting. If he lasts longer than you think he may, can you take over if Medicaid is busted? Be careful.

MountainMoose Feb 2020
Ask your brother to have it direct-deposited to an account that you have access to. The money gets received by him faster and it's more secure. And you can access the funds for his needs or for whatever he decides (or it becomes part of his estate).

ADVERTISEMENT


anonymous912123 Feb 2020
It becomes part & parcel of his estate, anyway how can he sign it over to you if he is dead?
FloridaDD Feb 2020
Well, he can file and put in his sisters bank routing number and account and refund will go there.

ADVERTISEMENT

Ask a Question

Subscribe to
Our Newsletter