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My husband passed away in 2004. I filed our 2004 taxes as married filing jointly with him as deceased. For 2005, I have income from a CD and a small amount of income he was still owed from his employer on his social security number. We also had a brokerage account I forgot to close or change to my name only, which I didn't do until April 2005. I know I probably will have to file a 1041 on his income alone. But the brokerage account was also under his social security number too. I'm unsure what to do with this income from the brokerage account. Can somebody help me?

July 2nd, 2024

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