mlz4100
Returning Member

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Thanks for responding.  The stocks were transferred to her in April 2020 (6 months after dad passed).  She received a 1099 for the dividends acquired from April-Dec 2020 in her name and SSN.  The issue is that 1099's were also sent for Jan-March dividends in Dads name and SSN.  What form do I include those dividends?