jctax
Level 2
02-11-2020
11:45 AM
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I have this exact situation right now. The 1099-S was issued in the Trust's ID number. The beneficiary sold it soon after death. I need to file 1041 since the Trust received interest. Do I need to include sale of house on the 1041 or should it be a sale on the beneficiary's return. With it being issued under the Trust number I'm not so sure.