DianeW777
Expert Alumni

Get your taxes done using TurboTax

Yes. You can and the nominee actions could provide a better avenue if you see the wrong amounts. Enter only the amounts that belong on the estate by editing the actual amounts, and on your mother's final return. Next, view the forms to see your changes.

 

Then use the information below to actually nominee the amounts so that the IRS has the data.

 

Nominee Returns.  This is how the IRS knows what you are doing.

Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received).  You must also furnish a Form 1099 to each of the other owners. 

 

File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096)

  • On each new Form 1099, list your mother as the payer and the other owner, as the recipient. On Form 1096, list your mother as the nominee filer, not the original payer. The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner.

The forms filed with the IRS should be the red copy so if you don't have a color printer, go to the IRS website to complete and print the forms here: Use only the ones you need.

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