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Get your taxes done using TurboTax
I have a similar situation to eagleman1.
Mom passed in July 2024. She had a trust which I became the successor trustee and assigned an EIN. The trust consisted of her bank account. I have received a 1099-INT from the bank which contains her SS number. Do I report all the interest from 2024 on her final 1040, all the interest on a 1041, or does the interest get split between the 1040 and the 1041?
‎January 29, 2025
8:14 AM