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Fidelity used my mother's social security number for all of 2024 earnings, despite her having died on Oct 30. They did not use her new decedent account. What do I do?
Does Fidelity have to reallocate the assets and back date the proper forms to the day of death, or what? The 1040 does have the date of death on it!
‎February 22, 2025
3:57 PM