Questions tagged [estate-tax]

The tag has no usage guidance.

4 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
2
votes
0answers
55 views

is a US brokerage account for non-resident considered to be a US situs asset?

Assume a person that's not domiciled in the US. That person has a US brokerage / trading account (say in Fidelity or Charles Schwab) that holds shares of various listed companies (both US-based and ...
1
vote
0answers
39 views

Would cash held in a US brokerage account by a non-resident alien be subject to US estate tax?

According to the IRS page, it seems like the answer is a no, as cash is neither US real estate, tangible property or securities of US companies. U.S.-situated assets include American real estate, ...
1
vote
0answers
27 views

How to distribute a partnership K-1 (1065) other income item (line 11B) to heirs on a K-1 (1041)

I have a partnership K-1 (1065) which shows an amount on the "other income" line (line 11B). I am distributing this to the heirs, as the designated recipient died and I am the executor of the estate. ...
0
votes
0answers
20 views

change of address form 8822

In 2017-2019 I worked in the US under an H1B Visa and recently back to my native country. I am looking into filing Form 8822 (Change of Address) with the IRS. The form is straightforward but I am ...