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These 1099-DIV forms have my mothers name on them but the dividend checks were cashed and paid to me (the estate). This was done after her death but prior to transfer of the accounts to my name. The new account 1099-DIV forms in my name have been entered. One post for the 2016 tax year suggests to just enter the information which "may" prompt an explanatory letter from the IRS. I assume this is OK and will quickly dispatch any concerns if it still applies for the 2017 tax year.
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Yes, that's still the answer for 2017. Just report the income on your return. You don't need a 1099-Div, in your name, to do so.
If the income was not enough to require your mother (or her estate) to file a tax return, you will never hear from the IRS.
Yes, that's still the answer for 2017. Just report the income on your return. You don't need a 1099-Div, in your name, to do so.
If the income was not enough to require your mother (or her estate) to file a tax return, you will never hear from the IRS.
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