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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.
March 23, 2023
12:12 PM