turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question