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Get your taxes done using TurboTax
Since your mom passed in 2016, the 1099's you have are income to the trust. You need to contact the bank and ask to have the 1099's re-issued in the trust's ID number.
If this fails, the trust is able to claim the interest and dividends as a nominee. Just look for the "special situations" screens when you are entering the income.
‎June 4, 2019
7:16 PM