My mom passed away in late 2020. She received dividends in 2021 prior to the estate being closed out and after I filed the 2020 return. How do I report these? It will not let me choose 2020 as TOD nor can I choose the form 1310.
Diane
The dividends are considered IRD (income in respect of a decedent) and are reported on the return of whoever received the dividends, typically the estate, heir(s), or beneficiary(ies).
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