Dan A

Check the 1099-R input form. At the bottom of that form is a section for Simplified Method computation.

I am preparing the final 1040 for taxpayer who died 9/6/07. I received a 1099B from her broker reporting stock sold in October in her "Transfer on Death" account. The cash from the sale was then disbursed to the beneficiary. Shouldn't the 1099B have been issued to the beneficiary? I did see one reference to the situation on a tax accountant's web-site that stated that the sale should be reported on an estate 1041, but I couldn't find any other info. Thanks for your help