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I need to transfer a 1099B from a decedent return to a Trust
I am using TT Deluxe to file a Decedent return, and TT Business to file the associated Trust return. I have a 1099B against the decedent's SSN that has a sell date after their death (Due to their grantor trust where all gains were taxed in trustors 1041)
How do I get this into the Trust and record it properly using Deluxe/Business? QEF does not handle 1099B.
‎February 26, 2021
8:04 AM