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Here are the details: -Spouse passed away in 2021. -Primary residence was purchased in 1996. -Primary residence was sold in 2025 (4 years after death). -House was primary residence for both the entire time. -FMV of the house day of death was $700,000.   This is an estimate based on what other same track homes sold within a month or two of the date of death.  No appraisal was done. -We lived in a community property state (CA), hence there was a step up basis of the entire value. -The house sold for $940,000 (before expenses). -I MIGHT receive a 1099-S, but I'm still not sure about that.   My questions are: 1.)  If I do not receive a 1099-S, do I still need to do Form 8949 since the gain is less than $250,000 and it was a primary residence? 2.)  On Form 8949, "date acquired", do I put the 1996 date or the 2021 date since there was a step up in basis? 3.)  Do I need to put any codes in (f), and do I need to put an amount in (g)? 4.)  Do I need to get a date of death appraisal done of the house?   Thank you for you help, and feel free to correct me if any of my assumptions are incorrect.  

Another family member is living there who is also not the legal owner. But we pay every expense associated with the home. Mortgage, taxes, insurance, repairs, and every single utility bill. The home is listed as "estate of" until we complete probate but we have personally been paying for everything since the family member/owner passed over a year ago.