@Semantax wrote:
I believe I should select the option "Some or all of the proceeds from this sale do not belong to me" and leave the adjustment option blank, but would appreciate guidance from the community.
No, you should indicate that the fund was inherited (i.e., type "inherited" in the date acquired box) and that the holding period is long-term.
Your basis for the fund is the fair market value on the date of death of the decedent.
