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Get your taxes done using TurboTax
tagteam is correct -- report the transaction as the sale of investment. Please follow these steps:
- In the return, click Federal Taxes > Income.
- In the Investment Income section, click the Start/Update box next to Stocks, Mutual Funds, Bonds, Other.
To indicate that this is the final return:
- Click General Info > About your Trust or Estate
- Click the Edit box next to the name of the estate.
- On the next screen, indicate that this is a final return and the month the estate closed.

March 11, 2020
12:51 PM
1,036 Views