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Get your taxes done using TurboTax
The trust account with the after-death loss is identified with my Mom's SS# (used during her life and for her final 1040).
I assume, to move the data for that loss from her SS# to the the new T.I.N. (for the after-death trust and the estate/trust 1041), I'll need to use a 1099-B.
Is this correct thinking?
‎January 31, 2024
3:47 AM