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2016 1099-DIV income for person who died in 2015
We received a 2016 1099-DIV for a joint husband/wife acct where husband had died in late 2015. All stocks were transferred to wife's single acct in 2015, however 2 stocks had dividend payouts in Jan 2016 to the joint acct. The 2016 1099-DIV has deceased husband's SS# listed. Those dividend payouts were transferred to the wife's single acct in 2016 (approx. $230 total).
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May 31, 2019
10:56 PM