Irene2805
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Get your taxes done using TurboTax

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To indicate that a portion of the dividends are attributable to someone else (the estate), you can enter a nominee adjustment.  To do this please follow these steps:

 

  1. On the Wages & Income screen, in the Interest and Dividends section, click the Start/Update box next to Dividends on 1099-DIV.
  2. Select that you will type in the information yourself and click Continue.
  3. On the next screen, enter the details from the 1099-DIV and click  Continue.
  4. On the next screen, Tell us if any of these uncommon situations apply to you, mark the box I need to adjust these dividends and click Continue.  [Screenshot #1, below.]
  5. On the screen, Tell us about your dividend adjustment, enter the adjustment amount (the amount attributable to the estate) as a positive number.  [Screenshot #2]

 

Screenshot #1

 

 

Screenshot #2

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