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posted Apr 9, 2025 1:05:18 PM

Transfer of Real Property to Beneficiary

If real property is being transferred to a beneficiary and not sold, does the transfer have to be reported on the trust return or individual return of the beneficiary?

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1 Replies
Level 12
Apr 9, 2025 1:40:20 PM

Does not need to be reported if you're only distributing the property, which is the corpus of the trust (unless the trust is actually selling the property to the beneficiary).