Thank you. I have successfully adjusted the 1099-B on the 1040 form that reduces the capital loss reported on my parents return. My question is how to include the Nominee distribution as the recipient on the 1041 form for the Bypass Trust. What I did was enter data for 1099-B titled "Nominee distribution from My Father (deceased) SS number Account Number" Then listed each stock sale reported on the 1099-B and halved the values because I was transferring 1/2 to the 1041 and leaving the other 1/2 on the 1040.
I'm not sure that is the proper way to do it.
Paul
