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posted Oct 10, 2020 11:09:35 AM

HOW TO POST 1099-DIV FOR DECEASED SPOUSE

FILING SINGLE HOW TO POST 1099-DIV FOR MY DECEASED SPOUSE

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1 Replies
Level 15
Oct 10, 2020 11:44:14 AM

Why are you filing single?  You are allowed to file a Married Joint return with your deceased spouse for the year of death if the 1099-Div is a 2020 form.    If would just be income in a joint return.

 

 

If your spouse died prior to 2020 then the payer should have been notified of the death and the 1099-DIV should go to the benificuary of the account.