- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Per the IRS the interest paid on the account after her passing is not applicable to her tax return and has to be applied to a nominee designate (i.e. beneficiary) who is to be issued a 1099-int for the interest paid on the account after her passing for the remainder of 2023. I am try to understand how to submit a 1099-int to the irs for the nominee designate (i.e. me) to include that interest on my 2023 taxes. I am using turbotax deluxe but this doesn't appear to be supported. do I need to upgrade to a different turbotax version such as home & business?
‎April 5, 2024
8:19 AM