turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

oki6159
New Member

My Spouse who passed away in 2017 received a 2018 Form 1099-B. Do I need to amend my 2017 return?

The current tax will not accept the 1099-B.
This feature is pending. Thanks for your patience.
Didn't get the answer you wanted? Talk to a live expert to get the help you need.
1 Best answer

Accepted Solutions

My Spouse who passed away in 2017 received a 2018 Form 1099-B. Do I need to amend my 2017 return?

It is 2018 income so no amended return for 2017 is needed.

Whoever inherited the stock and sold it would report the sale on their return.

If the stock was in her name only  it would get a stepped up basis on date so the gain or loss might be minimal.

View solution in original post

1 Reply

My Spouse who passed away in 2017 received a 2018 Form 1099-B. Do I need to amend my 2017 return?

It is 2018 income so no amended return for 2017 is needed.

Whoever inherited the stock and sold it would report the sale on their return.

If the stock was in her name only  it would get a stepped up basis on date so the gain or loss might be minimal.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v