abs96
Level 3
03-27-2022
02:05 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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?