Thanks, my spouse died in year 2022 and I will mark him deceased. However, during my tax prep journey, I realized that Vanguard did not change his SSN to mine, therefore, for year 2023, I will receive another 1099 in his SSN. I did call the IRS for advice and they said to get Vanguard to correct it, otherwise include a note to explain. Vanguard will not correct it. You think for year 2023, I can just include the 1099 with his social in my tax return and it will be ok? Thanks!
