ricardolomavist a
Level 1
Member profile
- Replies
- Posts
-
Thank you for a very succinct and clear explanation of the process. I've been going in circles trying to figure this out.
-
In this case, it seems that my deceased mother is the nominee. The brokerage reported her account as receiving the dividends and equity sales proceeds after her...
-
Sorry, my mistake. It was listed as a 1099 Combined on their web page, which I mistook for a 1099C. It is not a 1099C, but a 1099-B, 1099-INT, 1099-DIV, and 109...
Activity Feed for ricardolomavista
- Posted Re: How to report income from a TOD account that accrued after death of owner, but before transfe... on Get your taxes done using TurboTax. March 3, 2021 8:03 PM
- Posted Re: How to report income from a TOD account that accrued after death of owner, but before transfe... on Get your taxes done using TurboTax. March 2, 2021 3:08 PM
- Posted Re: How to report income from a TOD account that accrued after death of owner, but before transfe... on Get your taxes done using TurboTax. March 1, 2021 6:05 PM
- Posted How to report income from a TOD account that accrued after death of owner, but before transfer to beneficiaries on Get your taxes done using TurboTax. March 1, 2021 5:12 PM