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How do i handle interest from bank accounts and dividends of decease
The bank accounts still had decease name and ss# until end of year whereas they passed away mid year. How should interest be handled after death? An estate tax return will be filled but 1099 is with deceased ss# instead of EIN.
Secondly, the stock was not move to an estate account and dividends were under deceased ss#. How can 2 quarters of dividends be reported under EIN? The 1099 reflect deceased SS#. The death was reported to company but paperwork could not be completed until court appointed representative,
Thank you
Ann
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‎February 20, 2025
2:45 PM