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Get your taxes done using TurboTax
Yes, a dividend reinvestment used to purchase fractional shares after date of death could be considered as 'purchased' shares, rather than 'inherited' and reported as Short-Term when sold, as your 1099-B shows.
Here's more info on Dividends on Inherited Stock and also How Capital Gains are Taxed.
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March 12, 2025
2:46 PM
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