Thanks David!
Couple follow-ups after playing around with TurboTax.
1. What do I put in "Received from" - the first box?
2. What do I put for payer's Federal ID Number (FEIN)?
3. The bonds were originally my grandfather's and the accrued interest was paid on his death. So I put in the full interest amount and then entered an adjustment amount equal to the interest that was taxed on my grandfather's final return. Is that correct? After re-reading your post, I see you wrote "You report the amount all interest earned to date, unless previously reported, on your mother's final return. "
Can you clarify the best way to handle this situation?
Thanks again!
