Received two 1099 consolidated forms from same brokerage company.
#1. Statement with Jill's SSN, and new Acct Number. But account still listed as [PII removed] RevocableTrust and Jill's name under that title. Consolidated info is a 1099-DIV.
#2. Statement with Jack's SSN, and old Acct Number. But account still listed as [PII removed] Revocable Trust and Jack's name under that title. Consolidated info is a 1099-DIV, 1099-INT.
How would I enter the information:
A. Should i enter them separately, but check "Both" under "Theses Dividends belong to:"
B. Combine the total of each box, and enter under 1 "Broker or Payer", and check "Both" under "Theses Dividends belong to:"
C. Separately and check only there names only under "Theses Dividends belong to:"
Appreciate any help, thank you.
