jgcpa
Level 4

Individual passed in 2023. The investments were in a revocable trust. An Irrevocable trust with EIN was created at date of death. However, the brokerage did not move all the securities in her revocable trust to her irrevocable trust until 2024. ( most were moved in 2024) Thus, a 1099 was issued to her SSN in 2024 ( one year after passing). The brokerage will not re-issue the 1099. Do you recommend that I nominee the income to the irrevocable trust? I can create a 1099 from her SSN to the EIN. 

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