Question
Deceased taxpayer's brokerage statement, who files the return?
Decedent received brokerage statement for 2021. I tried to file decedent's tax return and received error due to date of death (2020), of course. Should I file form 1099-DIV with TOD as recipient? Can TOD sign on behalf of decedent on Form 1096?
I've only dealt with surviving spouses. Child / parent situation is new for me.
