BobKamman
Level 15
03-27-2022
01:01 PM
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A 2021 1040 is not filed for a 2020 decedent. You might have to file a 1041 for his estate, but that's the long way around the barn if the widow constructively received the funds (or the new shares, if this was a dividend reinvestment account). Which means, amend her 2021 return if she failed to tell you about this.