Investors & landlords


@colorfulcat wrote:

...I'm seeking info for how to handle capital gains referenced on a 1099-DIV. 


Capital gain distributions reported on Form 1099-DIV are typically from the sales of securities within mutual funds and those distributions are virtually always late in the year (like late November or, more often, late November).

 

As a result, there is usually no need for nominee treatment unless the decedent passed after the reported distribution.