TMFPMarti writes:That's because you're answering a question that wasn't asked (basis for the surviving spouse going forward) rather than the one that was (capital loss carryovers by surviving spouse).I reply:My concern is the possibility that papaduke101 simply assumed that the wife's basis didn't change because the account was titled in her name individually. I don't think that's always the case, and given that papaduke101 began the process of getting up to speed via an Internet search, it's possible he made an unfounded assumption.In other words, I'm not willing to assume papaduke101 is correct that there was a $9,000 capital loss in the first place without at least verifying the assumption. --Bob
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