Thank you for your response!!!
The sale/loss was after death, in a living trust account that shared Mom's social security number.
The brokerage transferred almost all assets to a new trust account with a new TIN (for post-death income) but was unable to transfer this defunct bond, which had to be sold in the original trust (with her SS#) to allow that account to be closed.
Because it was sold in an account with her SS# (after death) does it...
1. Get transferred by some nominee form to the new-trust (1099-B?)? If so, which form?
2. Die with the decedent?
3. Count as a loss against her estate (even though it was sold after her passing)?
4. Something else?
Thanks again!!
