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Form 1041
Client has $$$,444 under his living trust name and has passed away in September 2022. The broker added the successor trustees name to allow the successor trust to have access to the account. I have never done a Form 1041. I believe the broker acount should be treated like the sale of a home where the trust inherits a home at market value and then sells... -
the transfer of real estate -- primary residence
An older man owned the home that he lived in. He wanted his nephew to have it after he died.
So in 2011, this man, the uncle, signed over the title deed of his home to his nephew.
Then the uncle continued to use the property as his primary residence. He paid the real estate taxes and other expenses related to the...
