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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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March 1, 2022
1:23 PM