Get your taxes done using TurboTax

Regarding "So the question is why did the brokerage indicate this as short-term." I believe the reason would be because that fraction of a share was a dividend paid 5 months after the date of death. (date of death was June 2023, Date acquired, 1b, was November 2023, Date Sold or Disposed, 1c, was September 2024. (The other fraction of a share long term realized loss from the sale occurred 15 months after date of death.) The point I was seeking clarity on is the correct way to designate that short term gain "purchased" rather than "inherited" in the TubroTax interview?  In other words, although the 80 shares were inherited would that dividend after date of death be considered "purchased" regarding it's source?