jctax
Level 2

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.

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