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Investors & landlords
This was for a simple Estate. No Trust is involved. Just some investments now in the name of the Executor/Deceased but not yet distributed to beneficiaries as one final equity is being brought under control of the investment account before final distribution. But the Estate (EIN) was given a 1099-DIV noting capital gains for the investments transferred from the deceased to the Executor.
March 31, 2025
10:16 AM