I share a joint brokerage account with my Uncle who passed away on Jan 10th. The 1099 will come under his SSN. Does that mean I need to file the 1099 under his tax return for 2021. If it helps in 2020, it was filed under his SSN. Do I have the option to file under my SSN? I read somewhere that I would file profit/loss of the accounts through his date of death (Jan 10th, 2021) then any profit/loss after that I would file under my SSN?
Could I sign up right now with Turbo Tax Live for 2021 to talk to a CPA even though I don't have the 1099 yet?
