ok, I think I see your point.It sounds like the easiest way to handle this:- as you described, list all the 2024 sales on her 2024 1040 as recorded on her 2024 ...
I might have omitted an important item... I sold these stocks in December 2024 after she passed in November ... so the sales will show up on her 2024 1099-B
I thought I had to issue 1099-DIV, B's etc for the period from her death in November to Dec 31, 2024.For example, I will note on her personal 1040 that portion ...
I had a follow-up question regarding how to fill out the 1099-B's that my mother's tax return will issue to the estate created upon her death.- She had some sto...
