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Get your taxes done using TurboTax
The sale that incurred the loss was (in the trust account with her SS#) about 3 months AFTER her passing... when it was irrevocable.
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?
Thank you again for your help and patience with me!!
‎January 30, 2024
3:13 PM