michele
Level 7
08-19-2021
02:25 PM
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They did not transfer it at death. They just sold everything and used his ssn# and reported everything under his number. They should have done a transfer to them then sold the investments under their id. or gotten an ein for an estate and sold them thru there. It's always lovely when they don't consult anyone before they jump in and just do and of course they won't want to amend their returns but to me right is right and wrong is wrong.
thx
Michele