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Level 1
February 11, 2020
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1099-INT

  • February 11, 2020
  • 1 reply
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My Mom passed away in 2018, and I filed her final return.  For the 2019 tax year I received several 1099-INT forms with her name and social, but the forms should have my name and social since I was the join owner on all the accounts.  Do I need to get the banks to correct these forms, or can I use the amounts as interest income on my taxes since I was joint on the accounts even though my name and social are not on the forms?

    Best answer by KrisD15

    Yes, you can claim the 1099-INT even if issued with your mother Social Security number since it was a joint account. 

    1 reply

    KrisD15
    KrisD15Answer
    Level 15
    February 11, 2020

    Yes, you can claim the 1099-INT even if issued with your mother Social Security number since it was a joint account. 

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