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DianneS
New Member

2022 Deceased Taxpayer received 2023 1099-DIV Notice

Not sure this is the right place, but couldn't find any other place.

 

My husband passed away in 2022 w/o a Will, but everything was in both names and was not a problem with transferring assets.  Except we found that there was small amount of stocks, less than $100 in value that was only in his name.  These stocks were transferred out of his name in Jan 2024.  Did not notice that the dividends were direct deposited for a total of $1.67 each quarter.  Totally missed it.

 

Not sure what I need to do with this 1099-DIV form as there is no income for 2023 for my deceased husband.  I will be filing as single for 2023 tax year.

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