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Get your taxes done using TurboTax
I'm sorry for your loss.
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:
- On the Wages & Income screen, in the Interest and Dividends section, click the Start/Update box next to Dividends on 1099-DIV.
- Select that you will type in the information yourself and click Continue.
- On the next screen, enter the details from the 1099-DIV and click Continue.
- 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.]
- 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
March 8, 2021
1:27 PM