Retirement tax questions

I am sorry for your loss.

 

You would report all of the interest and dividend income on the final return 1040 and then calculate the income post-death and report that income as received as nominee (for the estate), subtracting that portion on the 1040.

 

You would then report the post-death income on the 1041.

 

See https://www.irs.gov/publications/p559#en_US_2022_publink100099782

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