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L
lefty
Level 4
April 7, 2021
Question

deceased taxpayer

  • April 7, 2021
  • 5 replies
  • 19 views

Married couple in California--the wife died in 2019. We filed a MFJ 2019 return.  But she got $14,394 dividend income in 2020.  There is no official Estate or Trust setup for the wife that passed.

How do I report her dividend income for 2020 when she died in 2019 and doesn't have an Estate tax ID?

This topic has been closed for replies.

5 replies

IRonMaN
IRonMaN
Level 15
April 7, 2021

Who received the dividend payments?  They say that "you can't take it with you" so I'm pretty sure she didn't get the payments.

Slava Ukraini!
    L
    leftyAuthor
    Level 4
    April 7, 2021

    The 1099-Div attributes the dividends to her SSN.  But I'm assuming her husband would "inherit" them.

      BobKamman
      BobKamman
      Level 15
      April 7, 2021

      I would not assume that.  Why weren't they in a joint account?  Did she have kids from a previous marriage who might be entitled to some of the estate?  Where did the money go?  Why was the account not closed, or changed to the husband's name?  

        J
        jeffmcpa2010
        Level 10
        April 7, 2021

        Oh the joys of trying to short cut the estate process!!!

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