Bettys
Returning Member

how to report div and int from TOD account

My mom passed away at the end of 2024. I am the beneficiary of a TOD brokerage account.  (It took about 3 1/2 months to transfer the account to my name.) During that period, dividends and interest were paid. I received a 1099-Div and INT in my mother's name with her social security number from the broker. How do I report this on my 2025 taxes in Turbo tax? Is there a comment or note area in Turbo tax that this is being reported by me as the 1099 has my mom’s name and social security number?