First question from TT when I try to enter info about form 1099-Q: "Who's shown as the recipient on your 1099-Q? Depending on the circumstances of the distribution, the Recipient will be either the account owner or the account beneficiary. Be sure to choose the Recipient as shown on the actual Form 1099-Q."
Pretend I'm John Doe and my daughter is Alice Doe. The 1099-Q form I received from the investment company is titled John Doe FBO (for benefit of) Alice Doe. The form also shows recipient's TIN as my daughter's. Is the correct answer to TT's question, "my daugher, Alice"?
Thanks.
