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Investors & landlords
Along these lines, my wife received stock following her mother's death. It was transferred to my wife over a year later and remained in the same brokerage fund. No stock was sold. The 1099-DIV shows over 15K of capital gains distributions on line 2a. Is this actually a capital gains distribution since no stock was sold? Did the brokerage service provide the correct form/calculation? Any assistance you may provide would be appreciated.
‎January 28, 2022
1:18 PM