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I want to thank everyone for their advice and the time they took to answer my question. I signed on to this forum a few years back when I needed support and comfort from folks who I believed to be in the same boat as myself: I had an elderly mother who I loved and wanted to see her get the best care possible during the last few years of her life. I'm a realistic person and I knew my brother and I were not going to be the ones to provide her with that. I put her in a NH in Jan 2011 and watched her thrive and regain a smile on her face as she met new friends and was entertained with daily activities. The staff caring for her was wonderful and when she died in Nov 2011 they sincerely shared my sorrow. I've never once had an ounce of regret or any second thoughts about moving her to that home. The decision was made for her well-being and that was my only concern. The reason I'm writing all of this is to say good-bye to this forum. Someone posted an answer to not this tax question but to one I had asked more than a year ago, about how to move my mother to the NH when the time came. The recent response I received to that question was so unnecessarily mean that I've decided to get out of Dodge and leave this site. Thank you to everyone who has helped me through this difficult time of my life. This forum, along with other eldercare forums on the web, are a wonderful resource for those who need an answer to a question or just a hand to hold. God Bless all of you nice people here on Aging Care. To those who aren't so nice....well, I'll just keep my thoughts to myself, just like you should have.
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Well, I didn't think you had to file for a decesed parent but just in case that she may owe Uncle Sam. I would either go to what Igloo suggested that, "the AARP has a free senior tax assistance program in all states."
OR go with what a couple of others had suggested and that was to talk with a CPA if you can afford it. Good Luck.
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It would be wise to go to CPA. My husband passed last year. CPA put deceased at top of 1040 Form and I filed jointly. Signed 1040 as survivor.
Tax possibly owed on interest (depends on amount).What money she had at time of death will 1st go to pay her outstanding debts, then to you. Hold on to money you received until her debts (including taxes) are paid.
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My CPA handled my mom's....she died last May. I let them handled it I case the IRS had questions. If audited, they will go with me and answer questions.
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Oh and the VITA program is done on a federal grant, so most states have VITA. I think they have to have a law school to partner in order to have it set up.
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AARP has a free senior tax assistance program in all states. Some sites are walk-in and some sites require an appointment. So on AARP site to find a site in your state and schedules.

In my mom's and late MIL state, they have VITA - Volunteer Income Tax Assistance program. In my mom's city it's a United Way/Catholic Charities and University Law school joint program. The volunteers are trained. It's free.

AARP sites don't handle anything complicated. VITA site does but only at the law school. Both require ID's and prior returns and DPOA or executor paperwork.

My MIL died last year and we are doing her taxes, it's a good idea to have the taxes done to present to probate to show there is no IRS debt or other liens. I went to an AARP location first and they sent me to the VITAS law school site as she had 1099-C's (cancellation of debt) and don't do those. Good luck.
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I don't know the answer. If she owes taxes, my guess is that the IRS would look to the estate, which you inherited. I think you need some tax advise from a professional. Sorry I can't give you a better direction, but your info is kind of vague.

For example, how much money did she leave you and is it exempt from inheritance tax? I'm not a tax person, but if your husband is nervous, then there must be a reason. Get some professional guidance.

Good luck and God Bless you. I hope it all works out and is simple.
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