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- Re: If a taxpayer died in 2023 and filed a joint return for that year but received a 1099-DIV in 2024, what form should be filed for him in 2024? His wife filed a 2024 1040.
If a taxpayer died in 2023 and filed a joint return for that year but received a 1099-DIV in 2024, what form should be filed for him in 2024? His wife filed a 2024 1040.
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RayYanks
Level 1
Tuesday
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Some brokerage accounts issued 1099's in the husband's name and SS #. Can that income be included on his wife's 1040?
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2 Comments 2
sjrcpa
Level 15
Tuesday
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Were the accounts joint with the wife?
Or solely his?
And the reason 1099s were issued in decedent's name and SSN is because no one transferred the account to the estate/joint owner/beneficiary.
The more I know the more I don’t know.
