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April 27, 2025
Question

My aunt died last year and her 401k of 130k was deposited to a checking account to pay for her med bills. IRS wants 28k which is gone. What are my options?

  • April 27, 2025
  • 1 reply
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1 reply

fanfare
Employee
April 27, 2025

Are you Personal Representative or Executor.?

tax and funeral  bills must be paid from selling other assets.

 

Otherwise, when billed, reply with a letter stating assets are exhausted.

 

@nitkowski5