espurlin
Level 1

Decedent's personal representative sold stock two months after decedent's death, and the 1099-B for over $180k of proceeds was reported to the decedent's SSN because the personal representative did not move it to an estate account first.  I'm filing a 1041 to report everything on the 1099-B and am reporting the date of death value as the basis (even though it differs from the 1099-B because there was no step up because it was never transferred to an estate account).   I'm told I also need to report it on the 1040 since there is a 1099-B to the SSN.  I understand this is nominee reporting, but I don't understand how to do it in ProConnect.  Can anyone point me to any information as to how to do nominee reporting from a 1099-B for a decedent?  Thank you. 

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