My aunt passed away in September - I sold her stocks after she died but the 1099-B came as part of a consolidated 1099 from TD Ameritrade and was reported under her SS#. I do have an EIN and all the sales occurred after her death. Do I just not report any of the stock sales on her 1040 since there were no sales while she was alive and just send an explanation? I plan to report all the sales on the 1041 using date of death value as the cost basis for shares.
