I'm filing a personal tax returned for a deceased trustee (June 2019) as well as a trust return for the trust. I am the trustee.
There were trust accounts as well as some personal accounts. I entered all of the 2019 trust account sales info into the trust return. Now I'm wondering if I need to split it up, trust account sales onto trust return and personal accounts onto the personal return.
Here is an example, where stock in the trust account sold before June, the date of death.
The easy thing is just to divide it up based on trust vs personal account. I have turbo tax deluxe for the personal return and turbo tax business for the trust.
Thanks for any help that you can offer!
