Get your taxes done using TurboTax

Sorry, but I do not find this answer helpful.  In my situation, I have several TOD accounts that didn't get transferred until a few months after the death of the owner (my dad).  There were 1099-INT, 1099-DIV, and 1099-B forms that all had some amounts on them that legally belong to me or my brother (50/50 split) because of things that happened after dad's date of death.  I understand the accounting of it - my dad's return should show the 1099 info, with a nominee line for each of the 2 beneficiaries subtracting out their portions from after the date of death.  Our accountant has helped with that, I think dad's return looks right.

 

However, the accountant adamantly refuses to issue any 1099s to us (the TOD recipients).  So somehow my brother and I have to report those amounts we owe the tax on into Turbotax.  The actual mechanics of how to enter that information are elusive.  I have the original 1099s for my dad.  I understand how each one is supposed to be split, and the nominee lines on my dad's return seem correct to me (although summarized - for example, all the dividends from different sources are in one lump nominee number).  What I CANNOT figure out is how to get that info into Turbotax Deluxe (desktop). I can't find any examples or answers to the specifics for each type of form.  Any advice on how specifically to get Turbotax to enter that would be helpful.

 

As a note, I saw advice online to use the "other income" section of Turbotax, but given that some of these are 1099-Bs with capital gain implications, and others are qualified dividends (not taxed as ordinary income), this seems like an incorrect approach to me.