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jkk735
New Member

My sister was joint tenant on several common stocks; Mom died in 2017 and 1099-DIV are still using Mom's SSN; how do we handle reporting dividends on tax return.

 
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DDollar
Expert Alumni

My sister was joint tenant on several common stocks; Mom died in 2017 and 1099-DIV are still using Mom's SSN; how do we handle reporting dividends on tax return.

Your sister should report the dividends on her tax return.  Your sister should notify the broker/dealer or the custodian holding the stock and them put in you her name.

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DDollar
Expert Alumni

My sister was joint tenant on several common stocks; Mom died in 2017 and 1099-DIV are still using Mom's SSN; how do we handle reporting dividends on tax return.

Your sister should report the dividends on her tax return.  Your sister should notify the broker/dealer or the custodian holding the stock and them put in you her name.

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