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April 9, 2025
Question

Transfer of Real Property to Beneficiary

  • April 9, 2025
  • 1 reply
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If real property is being transferred to a beneficiary and not sold, does the transfer have to be reported on the trust return or individual return of the beneficiary?

1 reply

M-MTax
April 9, 2025

Does not need to be reported if you're only distributing the property, which is the corpus of the trust (unless the trust is actually selling the property to the beneficiary).