deltabob
New Member

Retirement tax questions

Thanks.  Makes sense.  Since I am the Trustee, would you mind directing me to the form I need to use in this instance.  Death in Oct 2021 and sale of home in June 2022.  I do have the 1099-S for the Proceeds from Real Estate Transactions.  Since this 1041 is the final trust document,  want to make sure I know where the sale of the home and any deductions is reported.