Not sure this is the right place, but couldn't find any other place.
My husband passed away in 2022 w/o a Will, but everything was in both names and was not a problem with transferring assets. Except we found that there was small amount of stocks, less than $100 in value that was only in his name. These stocks were transferred out of his name in Jan 2024. Did not notice that the dividends were direct deposited for a total of $1.67 each quarter. Totally missed it.
Not sure what I need to do with this 1099-DIV form as there is no income for 2023 for my deceased husband. I will be filing as single for 2023 tax year.
