Question

i am still on the death benefit exclusion for my aunt age 90 who died 2021. what amount do i put on death benefit exclusion line before federal estate tax line. do i put 0 or the amount that i received as beneficiary/

Forum|Forum|4 years ago
March 8, 2022
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Put 0: Note: The death benefit exclusion is not available for individuals who died after August 20, 1996.

If you are the beneficiary of a deceased employee (or former employee) who died before August 21, 1996, you may qualify for a death benefit exclusion of up to $5,000. The beneficiary of a deceased employee who died after August 20, 1996, won't qualify for the death benefit exclusion.

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