https://ttlc.intuit.com/community/taxes/discussion/2022-deceased-taxpayer-received-2023-1099-div-notice/01/3193295#M1174338 <P>Not sure this is the right place, but couldn't find any other place.</P><P>&nbsp;</P><P>My husband passed away in 2022 w/o a Will, but everything was in both names and was not a problem with transferring assets.&nbsp; Except we found that there was small amount of stocks, less than $100 in value that was only in his name.&nbsp; These stocks were transferred out of his name in Jan 2024.&nbsp; Did not notice that the dividends were direct deposited for a total of $1.67 each quarter.&nbsp; Totally missed it.</P><P>&nbsp;</P><P>Not sure what I need to do with this 1099-DIV form as there is no income for 2023 for my deceased husband.&nbsp; I will be filing as single for 2023 tax year.</P> Wed, 11 Feb 2026 03:26:08 GMT DianneS 2026-02-11T03:26:08Z https://ttlc.intuit.com/community/taxes/discussion/2022-deceased-taxpayer-received-2023-1099-div-notice/01/3193295#M1174338 <P>Not sure this is the right place, but couldn't find any other place.</P><P>&nbsp;</P><P>My husband passed away in 2022 w/o a Will, but everything was in both names and was not a problem with transferring assets.&nbsp; Except we found that there was small amount of stocks, less than $100 in value that was only in his name.&nbsp; These stocks were transferred out of his name in Jan 2024.&nbsp; Did not notice that the dividends were direct deposited for a total of $1.67 each quarter.&nbsp; Totally missed it.</P><P>&nbsp;</P><P>Not sure what I need to do with this 1099-DIV form as there is no income for 2023 for my deceased husband.&nbsp; I will be filing as single for 2023 tax year.</P> Wed, 11 Feb 2026 03:26:08 GMT https://ttlc.intuit.com/community/taxes/discussion/2022-deceased-taxpayer-received-2023-1099-div-notice/01/3193295#M1174338 DianneS 2026-02-11T03:26:08Z