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?
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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.
posted
2 weeks ago
last updated
July 03, 20256:40 AM
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