turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jcol1
New Member

Ex dividend reported vs paid date

My mother passed away two days before a large divided was paid, but the ex dividend date was three weeks before she passed. Do I report on her 1040 only what was paid prior to her death and ignore the ex dividend date? Therefore, the dividend would be reported on her 1041 Estate. Or, is what she earned before her death even though not yet paid counted on her 1040 return.

Thank you,

Jcol

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Ex dividend reported vs paid date

Sorry for your loss, She died after the ex-dividend date but before the payment date so the successor (such as the estate) must report this as income

Ex dividend reported vs paid date

Was the stock held in brokerage account?

If she got a 1099-DIV ( she should have) you can report it on her tax return and be done with it.

@jcol1 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies