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Level 1
posted Jul 3, 2025 6:40:34 AM

Is there a way I can copy the investment gain/loss nominee information from a decedent's final individual return to the decedent's trust return to avoid reinputting all?

The brokerage information is reported under a single SSN/EIN rather than separate, so I'm hoping there's a way I can export and import or otherwise simplify my task.

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