Thank you Dianne. I'm proceeding in this way. With some trouble I was able to finally find a way to order the forms (1099-DIV and 1096) and submitted that reque...
She passed on 12/29/23 (last business day of 23), so I included all of the 2023 dividends in her final return (joint with Dad who also passed in 23). That was e...
I have remarkably the same situation that the OP has. Dad passed Aug 23 and Mom in Dec 23. Dad's assets went to Mom and all of Mom's accounts were POD/TOD. Ther...
