Recent content by HAS86

I have some questions about the form. I have payments for storage, legal fees, accountants, flights/hotels/car rentals (to handle estate), cleaning supplies (for property), utilities/insurance/property taxes(all of which I am not sure I was even allowed to pay, but not sure where payment should...

Thank you both for your responses. The hope was that we would each take the tax hit on our own portion and not my uncle every time he withdraws money. I haven't been able to find a way to get around him taking all of the tax hit.

I am the executor for my grandfather's estate. He left a will with percentages for my uncle, myself, and my brother. However, the biggest account is his IRA, which he left to my uncle as a beneficiary. My uncle wants to split the IRA with myself and my brother (the other two people listed in the...