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Get your taxes done using TurboTax
The trust is a grantor/living trust that ceases (legally turns irrevocable) when she passed.
Following the terms of the trust it has been completely distributed to the beneficiaries and now only exists (in my mind) as a means to file taxes.
So, 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!!
‎January 30, 2024
2:34 PM