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@jp2025  so sorry for your loss. It all depends how the estate was set up and if there was a Trust. A 1099-S would most likely have been reported to the executor only in the name of the Estate. It is only prepared if the sales price is in excess of 250k for an individual ($500k married couple).   If the assets were in a Trust, it is possible there is nothing for you to report as the TRUST itself may have reported it all and no filings would then be needed for taxes to you.  A TRUST can be simple or complex.  If complex, the TRUST may or may not distribute Net income.  In a simple Trust you would get a k-1. In a complex Trust you may/ may not get a k-1.     If no Trust, an estate tax return only is generated if there is more than $600 in gross income. The trustee would file a form 1041.     Since you inherited stepped up basis upon date of death, there should be no material gain/loss unless it was an extended time frame.     The executor though is required to give you an accounting of your assets and was also required to do a reading of the will.   I hope this helps.    

After spending days troubleshooting this, I got TT to connect to Merrill by changing my Merrill password a second time.  I have no explanation why this works but it worked for me.  A few others had posted that as a solution but I discounted it but it worked for me when I finally gave in.  You've got nothing to lose by changing your Merrill password twice so give it a try. 29 seconds ago  

@likesky1010  the 1098-T is NOT required to be filed.  Did you enter your education expenses in TT?  Did you have scholarships in excess of you expenses? If you already entered everything during the interview, you don't need to do anything.  If you did not you can file an amended return.   Directions to file an amended return can be found here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=m9594g1v

After spending days troubleshooting this, I got TT to connect to Merrill by changing my Merrill password a second time.  I have no explanation why this works but it worked for me.  A few others had posted that as a solution but I discounted it but it worked for me when I finally gave in.  You've got nothing to lose by changing your Merrill password twice so give it a try.

@joetai0013  in the search section type 1099-B and then JUMP to link follow the onscreen instructions.  You can choose to import or manually enter.  I would manually enter as often errant data flows from brokers.

@yatoshura You could enter 10.35%.  Highest in nation...  you only get the benefit if you can itemize. Washington state is 6.5%, then local tax rate is 3.85%  there can even be another special sales tax on top of that of .9%.