My mother passed in 2023, filed her final return ok. All documents of her passing were given to the bank, a 1310 was filed with her last return, and the Estate was formed for her final return. Her bank account was closed at the beginning of March 2024, having her as primary on the account, which my son and I as secondary...was told at that time all interest income would be split between my son and myself as the accout funds were split and deposited to our accounts..her account was closed. Today 1/27/25, I received a 1099 int in her name under her social. I have contacted the bank and asked them to void that 1099 int and reissue to myself (easier this way) but they gave me a very difficult time. What is the best way to take care of this situation please??? Thanks very much in advance!!
