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1040 and 1041
I need to file 1040 and 1041 for the deceased.....I have a 1099-div (in the name of the deceased) that has these amounts in these checked boxes...1a-ord div, 1b-qualified, 2a- total cap gains distribution
(this is a closed end fund) and when I put this info into turbo tax , the 1040 form line 7 (Capital gain or loss) says no schedule D required.....the closed end fund statement says all this activity took place after death, so can I submit it all on the 1041 even though this 1099 is under the deceased ssn...
‎April 8, 2025
12:10 PM