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Get your taxes done using TurboTax
Thanks very much Thomas,
Ok, I am sole beneficiary anyway. There is an estate and trust, he had some stock held in his name not the Trust and it exceeded the limits for probate. But I guess my question is since the money was paid and noted on a 1099 to his SSN. How do I enter it into the tax return for the Estate, trust or me. I understand ultimately I owe any taxes, just trying to have the correct paper trail for the IRS. Meaning would I just enter it on the estate return even though it was issued to him.
March 14, 2022
7:45 PM