abs96
Level 3

Client received 1099-DIV in deceased husband's name & SS#.  The account is only in husband's name.  Husband died Oct. 2020.  I already filed a final return in 2021 for federal and state returns.  I am assuming I will have to file a tax return for federal and state using the husband's name.  The surviving spouse has been trying to get this account changed over to her name since his death.  Finally it happened in 2022.

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