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hal6penny
New Member

What do I do with 1099-int forms with my deceased mom's name for 2016 when we did her final return in 2015.

We had two cd's that the banks said to keep in her name until they matured. Turbo tax won't let me file another return in her name because of the death date. As the sole beneficiary do I add them to my return? They have her social on them. Can I just ignore them?

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ToddL
New Member

What do I do with 1099-int forms with my deceased mom's name for 2016 when we did her final return in 2015.

If you received the income, report them on your return.  If not, ignore them. 

Depending on the amount of interest reported, the IRS may send an automated notice later this year asking for an explanation. If they do, you can provide the details as above.

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1 Reply
ToddL
New Member

What do I do with 1099-int forms with my deceased mom's name for 2016 when we did her final return in 2015.

If you received the income, report them on your return.  If not, ignore them. 

Depending on the amount of interest reported, the IRS may send an automated notice later this year asking for an explanation. If they do, you can provide the details as above.

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