bank offered W9s but they showed the tax ID of the parent. The original closing docs consisted of a Perfection Certificate, which showed independent EINs, however two "borrowers" did not. For disregarded entities and for loan only relationships, can the CIFs be booked with the same tax IDs...
(2) all the joint shareholders of any share(s) shall be jointly and severally liable for payment of all amounts payable for the relevant share(s); (3) if one of the joint shareholders is deceased, only the other surviving persons among the joint shareholders shall be deemed by...
All others, including holders of Series EE U.S. Savings Bonds and family members whose deceased relatives may have owned savings bonds, must take affirmative action to replace or redeem lost or missing bonds. ► To search for lost or unredeemed U.S. Savings Bonds complete the form below: ...
A surviving spouse can inherit the HSA of a deceased spouse and it can continue as an HSA for the surviving spouse. If the beneficiary is not the surviving spouse, then the HSA amount is includable in the beneficiary's income, which can be reduced by any HSA payments made by the ...
Careful planning of how you invest your retirement savings can help to maximize your net after-tax yield, both for yourself and your beneficiaries.