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Get your taxes done using TurboTax
After a little research the closest I have come to what to do with our situation is as follows:
1. My domestic partner needs to designate me as a nominee for half of the interest and dividends reported on the 1099 that lists both of us as joint owners but only lists her SSN.
2. She needs to provide me with1099s for half of INT and DIV.
3. She may need to fill out a Form 1096 Transmittal Information Form
Problems
I can't seem to download the 1099 INT, !099 DIV or 1096 forms from the IRS.gov website
Don't think either of us will be able to electronically file if we take this route.
March 14, 2025
10:58 AM