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.

Decedent's 1099s

I (executor) am preparing the 2025 tax return for my mother who died on 11/29/25.  Is if allowable to take the amounts on the 1099-INT (and the 1099-DIV), multiply the total by 11/12 (she lived 11 months out of 12), and attribute the adjustment part to the reason:  "I received all of part of this interest for someone else (I am a nominee)."  or should I fill in "Other Reason."

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.

1 Reply
DavidD66
Employee Tax Expert

Decedent's 1099s

Either one of those will work.  I think I would use "I received all or part of this for someone else...). 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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