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stephb728
Level 2
April 10, 2025
Question

Deceased Taxpayers and 1099-DIVs

  • April 10, 2025
  • 1 reply
  • 10 views

Husband died in 2019 and wife died in 2021. Lawyer recommended that no returns be filed until executor got appointed which happened late 2024. Need to do the 2022 estate return. Three 1099-DIVs have husband’s SSN and one has the wife’s. Do all the dividends go on wife’s estate return? Wondering how it can be matched up in IRS system with different numbers. 

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1 reply

BobKamman
BobKamman
Level 15
April 10, 2025

It all goes on the 2022 Form 1041 for the estate.  

sjrcpa
sjrcpa
Level 15
April 10, 2025

Isn't that two estate 1041s?

Or are we assuming wife inherited from husband?

But if no Executor until 2024, then his estate was still open in 2022, wasn't it?

The more I know the more I don’t know.
BobKamman
BobKamman
Level 15
April 10, 2025

I will assume the wife inherited from the husband, since she was probably cashing those dividend checks for two years.  The real question is, who cares about IRS matching?  That program for 2022 ended a couple years ago.  And Social Security had already told IRS, they were both dead.   

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