LeonardS
Expert Alumni

Investors & landlords

You should contact the financial institution that issued the 1099-B and provide them with your information designating you as the heir and request that they reissue Form 1099-B and a new check using your social security number.  You may also inquire as to the basis of the stock if it is not shown on the 1099-B as you will need this information when you file your tax return.

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