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mshl0357
Returning Member

I received a 1099-B for my mother who passed away in 2017. Do I need to file a 2018 tax return for her?

  • TurboTax will not accept a date of death prior to 2018. 
  • I plugged in the numbers on TurboTax as if she was still alive, and so does not owe any taxes on the 2018 Gains.
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1 Reply

I received a 1099-B for my mother who passed away in 2017. Do I need to file a 2018 tax return for her?

I would just ignore it. 

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