My spouse passed away very late in Dec 2023. He was sole owner of some investment accounts at the time of his death. As a result, for 2024 tax year, there are capital gains in his name and SSN only, just for the short period before these accounts were transferred to his heirs (no probate required). I filed his final tax return and estate tax return for 2023.....but how do I report his capital gains for 2024 since his final/estate returns were already filed? Should I report them on a Schedule D? If I report them in my name/SSN I have no supporting documentation. I did not receive clear guidance when requesting live assistance today. Thank you.
