My husband passed away October 28, 2024. He had 1 investment account in his revocable trust using his SS#, which is now an irrevocable trust and I am the beneficiary of the account per the trust. His remaining assets are IRAs and will pass to me as the beneficiary. The investment account has earned a little over $80 since he passed. Do I have to get a TIN and file form 1041? Or can the income since his passing and up to being transferred to my name and SS# later this week, be reported under his SS# on the 1099 and be reported on our married filing joint tax return.
