rolabeanhair
Returning Member

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Thanks for the reply, but wondering if you didn't catch the year my spouse had died - 2022.  For that  tax year I did fill a joint return. 

The income I'm speaking of came, unexpectedly, the following year.  Only upon receiving a 2023 1099-DIV with my spouse's TIN did I realize the joint acct had not been closed as directed in 2022, but closed 2 mos into 2023.  For 2023, I should be filing a 1040 as a single, right?