Estate Tax Filing Guidance

Summary

If the only income your mother-in-law had was from Social Security, it is generally not taxable, and you may not need to file taxes. Ohio does not impose an inheritance or estate tax, but you might need to file a federal estate tax return. Estate tax returns are filed separately from federal income tax returns using Form 706. Consult a tax professional for specific advice.

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I’m the executor of my mother in law’s estate. Do I need to file taxes if she was on social security only
Hello ****. In general, if the only income your mother-in-law had was from Social Security, that income is not taxable, and you may not need to file taxes. However, this can vary depending on the location and other factors. Can you please specify the location?
Dayton ohio
Hello ****, in Ohio, there are specific rules regarding estate taxes:
- Ohio does not impose an inheritance or estate tax.
- However, you still might need to file a federal estate tax return.
- If the Social Security income was her only income, it's generally not taxable.
For specific advice, please consult a tax professional.
Estate tax return done the same as a federal taxes
Hello ****, estate tax returns are not the same as federal income tax returns. They are filed separately. The estate tax return, Form *, is filed by the executor of the estate. It is used to report the value of the estate and calculate any estate tax due. For specific tax advice, consult a tax professional.
Okay thank you
You're welcome, ****! I'm glad I could provide some information for you. If you have any other legal questions in the future, feel free to ask. Good luck with your responsibilities as an executor!