Ian Bryzek, CPA
How should dividend reinvestment after death be recorded?
Reinvestment buys additional shares after death that are not part of the original inherited share count.
Track reinvested amounts, share quantities, and dates separately from the death-date position.
Turning off DRIP without recording prior reinvestments leaves gaps.
What to keep with the file
Turning off DRIP without recording prior reinvestments leaves gaps.
What to do next
Export DRIP activity from death forward before selling or transferring the position.
What to gather
- DRIP activity statements
- Death-date share count
- Cash dividend elections after death
- Lot reports showing reinvestment lots
- Account registration at each reinvestment
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
Export DRIP activity from death forward before selling or transferring the position.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.