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Retirement tax questions
If the estate sold the non-retirement shares (suggested by oldhugie receiving cash instead of shares), shouldn't it be the estate that claims the step-up in basis? I suppose it's possible though, that the value of the shares went up $30k between the date of death and the date of sale by the estate, but in that case what happened to the rest of the proceeds from the sale?
May 31, 2019
5:34 PM