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In this case, it seems that my deceased mother is the nominee. The brokerage reported her account as receiving the dividends and equity sales proceeds after her death, but before the account assets were re-registered to my brother and me. Because there was no estate that required probate, we do not have a court designated personal representative. Can I create a 1099-DIV for my deceased mother?
March 2, 2021
3:08 PM