1099 received for deceased husband

drogers211 · ‎February 22, 2023

My husband passed away in 2021. For that year's tax returned, I filed jointly.

However, some of our accounts that were in both of our names, but reported with his SSN, did not transfer to my name until the year 2022.

I am now receiving 1099-div's for the year 2022 in his name with his SSN.

How do I file a return for these, since my name and SSN do not appear on the documents?

MayaD · ‎February 22, 2023

Since your name is also on the account, report the 1099-DIV on your return.

We are sorry for your loss.

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