I have questions on two 1099s received for a relative that passed away during 2024.
1- I am splitting the interest for a portion to be reported by her trust return. How is this referenced in Turbo Tax on her 1040 return? Secondly, what happens if a new 1099 wasn't issued to her revocable trust?
2- Her 1099 for an annuity had a nontaxable amount that was received after her death as a return of her investment and death benefit. Since it isn't taxable, can it all be left on her 1040 return?
3- Lastly, for her trust, her trustee (son) will be claiming her refund. What qualifies as a Certified Personnel Representative?
