Reporting dividend income for the year following final tax return

LE1015 — Tue, 04 Feb 2025 21:51:29 GMT

My husband died in 2023 and I filed a joint return with/for him. Several stocks were difficult to transfer to my ownership in 2023 and were resolved in 2024. I received a few 1099-DIVs for 2024 income associated with his social security number. The total value is less than $600. Do I ignore these since there is not enough income to file for or do I report them as my income despite the social security number difference?

Re: Reporting dividend income for the year following final tax return

RobertB4444 — Wed, 05 Feb 2025 15:35:48 GMT

You do not need to include them on your tax return. Since those payments were received in the year after he died it is income to his estate. Since there is less than $600 his estate is not required to file a tax return.

@LE1015

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Reporting dividend income for the year following final tax return

Re: Reporting dividend income for the year following final tax return