topic 1099-DIV received after a Decedent's final return in Get your taxes done using TurboTax

1099-DIV received after a Decedent's final return

RACK1 — Mon, 09 Mar 2026 08:52:48 GMT

My Father passed away in 2020, a 1099-DIV form for $46 was received under his SSN in 2021

His estate is closed and his final tax return has been filed

The payee will not change the 1099-DIV form

As I understand it, this income should be included by his beneficiary

Question;

1) How do I add the income on the beneficiary's tax return (include the dividend income with no 1099-DIV form received)?

2) Do I need to inform the IRS and if so, how?

Thanks!

Re: 1099-DIV received after a Decedent's final return

JamesG1 — Wed, 09 Mar 2022 21:07:36 GMT

1099-DIV income can be added to the tax return of the beneficiary. In TurboTax Online, the income is reported at Federal / Wages & Income / Investments and Savings / Dividends on 1099-DIV.

If you prepare a paper filed tax return you can include a statement with the tax return. Maintain a record with your tax return paperwork in case the IRS has a question about the income reported.