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Get your taxes done using TurboTax
You need to contact the trustee because you will need to figure out the basis.
Generally, your basis would be the same as the basis in the hands of the trust and you would not need to prepare and file any forms until such time as you disposed of the shares (if you have done so, then it would be Form 8949 and Schedule D).
‎July 22, 2022
2:01 PM
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