so using the TurboTax Premier desktop product, I have put in the adjustment for the dividend and capital gains distributions for all of our joint brokerage accounts. On his tax form, I believe that he has now imported in each of those brokerage account information.
It seems to me though that there should be some document that should tell the IRS that me, as the nominee, has now transferred over the dividend info to my son. I see the 1099-DIV worksheet for each brokerage account that I said the nominee distribution to. In the Additional Payer and Recipient information, there is an Additional Payer and Recipient Information section at the bottom. Is the Payer TIN supposed to be the original payer (eg. Charles Schwab), or is that where I put my information, as the nominee? However, I might be barking up the wrong tree. I guess I'm looking for a sheet that connects my SSN, the nominee, to his SSN, the recipient. Is there a sheet like that that I need to provide. Or else, how would the IRS know the connection?
TL;DR - 2 questions, 1) need to know what to put as the Additional Payer info at the bottom of the 1099-DIV worksheet for those 1099-DIVs that I am adjusting as a nominee, and 2) is there a separate document where I am supposed to tell the IRS who I am assigning the 1099-DIV to?
