Income Tax Refund
My Mom and Stepdad both died in 2020. The tax preparer filed their taxes in March 2021 and they still haven’t received the refund due them. I’m the Executor and there my Stepdad has a daughter who is waiting for her money. I don’t feel I can settle the estate until the refund is deposited in their checking account. Everything is in the checking account ready to be disbursed.
Terry Says
I just wrote an article about how far behind the IRS is in sending refunds. If you know the amount of the refund, perhaps you could advance a reasonable amount to the stepdaughter — without closing the estate. Ask your attorney.