I received proceeds as a beneficiary from my mother's annuity and two insurance policies after she passed away in 2017. I received a 1099-R for the annuity showing taxable income of $599, and I also received a 1099-B for personal brokerage transactions showing an amount of $53.00. Do I need to report these on my taxes, and if so, where should I list them?

June 23rd, 2023

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