abs96
Level 3

This was the only investment account in the husband's name only, everything else was held jointly.  We have 3 funds within 1 account (Mainstay Funds).  Total ordinary dividends $976.62; Total qualified dividends $48.27; Total capital gain distributions $1184.09.

I think it would be easier to put it on the wife's return for 2021 (working on her return now).  I don't think they had to file an estate return.  Do I document anywhere that it was for the husband.  She would be filing as single, correct? or married filing joint?

 

0 Cheers