My husband died in 2023. I understand that the stocks that we owned in a joint account should receive half of a step up in basis. I sold all the stocks a few weeks after his death.
I've imported my forms directly from Fidelity.
TurboTax has asked when my husband died, etc., but in reviewing the completed tax forms, I cannot seem to find where TurboTax has accounted for the half step up in basis. As far as I can tell, it hasn't done this.
Question: Does TurboTax account for the step up in basis on stocks on death of a spouse?
Q2: If so, where?
Q3: If not, how does one go about this in TurboTax?
Much appreciated!
