I am reading there is no Schedule K-1s for regular investments and she should receive a 1099 - INT and 1099-DIV for reporting stock interest and dividends but the brokerage is not issuing any 1099 to her, so it seems we don't report those?
Also, I am considering filing an amended 1040 for 2024, to change the filing from Married Filing Separate to Married Filing Jointly because her only income was investments and her employer says she had no income in 2024 and there is no Statement of Taxable Earnings from them. So, there is only a negligible amount of income from investments on her 2024 1042-S, and instead of the considerable amount of income taxes I paid for Married Filing Separate, I should receive a refund. However, I don't want to open a can of worms by reporting no wages for her for 2024. What do you think? Thanks.
