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Get your taxes done using TurboTax
You stated that there was a 645 election in effect, right?
If that's the case then the trust is treated as part of the estate and, as a result, there should be no document necessary. Of course, you could always issue one for your records, such as a 1099-B or 1099-S.
‎January 30, 2024
4:35 PM