On Thu, 25 Feb 2021 18:45:20 -0500, jmcquown >
wrote:

>On 2/25/2021 6:07 PM, Dave Smith wrote:
>> On 2021-02-25 5:35 p.m., jmcquown wrote:
>>
>>
>> Maybe it is time to start passing the cost of the tax onto them. Figure
>> out your taxes based on the whole amount and then with only 1/3 of the
>> annuity. If they complain you can threaten to let the IRS know about
>> their undeclared income.
>>
>It doesn't work that way. Probate was finalized in 2009. Prior to that
>I talked to at least seven agents via the phone at the IRS (in one phone
>call!) about this issue before I filed the Estate taxes. They were all
>very helpful and understood my questions. Each tried to find a way to
>make them file on their share. Unfortunately the tax code isn't written
>that way. It all came down to the beneficiary listed on the annuity. I
>was responsible even if I distributed the money to my siblings. I
>cannot go back and change a settled estate now. The IRS doesn't
>consider it "undeclared income". Done deal. Oh well.
>
>Jill

As I read it, you got the whole house to yourself, not shared with
them so that more than pays their shares of the taxes!