Help - The 1099-A Process

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Getting a on/off ledger

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Jed

My dad is 66.  I was curious about the process of how to proceed to get the on and off ledger of the trust!  

I was also curious if there is a way to transfer your parents trust into your trust after they recieve the on and off ledger?   Like have them write a 1099a to me for balance or slightly less of the total that is in the trust before they pass away 

Just a question that crossed my mind 


Thank you 

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Daniel & Sara
Best Answer

The trust was made for him, not you and non-transferable because of that fact. Once someone passes, those bonds are still traded upon I believe 

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