Hi,
Came across this discussion and it is very similar to our issue. My father passed on Dec. 16, 2020. I filed his final tax also in 2020. Received dividend income in 2021 for first quarter dividends with his SSN # (it was a joint account with my mother). All subsequent dividends were made to my mother's new account.
I took your advice to "simply nominee the amount" as Ameritrade would not provide a corrected 1099-div.
I ordered the forms from the IRS (1096 and 1099-Div) and received it today. I read the instructions and completed the forms (to move the dividends from my father's SSN to my mother's SSN) but then read the deadline to file these forms by mail was Feb. 28, 2022. I looked into the 30 day extension form 8809 but that too needed to be filed by Feb. 28, 2022. What do I do now? Do I just send in the 1096 and 1099-Div and hope for the best?
Thanks in advance for your help.
Sharon
