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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
March 1, 2023
6:41 AM
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