Investors & landlords

You say that you as the beneficiary sold the stock - but you had not changed the broker's registration of ownership so the Form 1099-B is in your deceased aunt's name.  One major question before going forward - as Personnel Representative (Executor) were you obligated to file either a Federal Form 706 Estate Tax Report or an equivalent state-level filing?  Also, were there other assets of the estate that you undertook to sell, even while in the name of the decedent?
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67


NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3

- Just donating my time
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