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Turb0Chip
New Member

Earnings after death 1099-INT to estate TIN instead of social security number

Mom passed in Feb 2024 and received 2024 1099-INT earnings reporting to her social security number.  Filed for estate TIN in 2024 and also received 2024 1099-INT showing the estate TIN.  When filing TurboTax return it knows she passed when filing 2023 return and similarly for 2024 return.  but TurboTax only allows me to input her social security number.  I added all 2024 1099-INT to return even though some 1099-INT show the estate TIN.  Is this correct or are 2024 1099-INT for the estate filed differently?

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1 Reply
AmyC
Employee Tax Expert

Earnings after death 1099-INT to estate TIN instead of social security number

Estate income is filed on the 1041 Estate Return. You need to use TurboTax Download for Business.

Your mother's personal return should only reflect the income earned before passing. The estate takes the rest.

I am very sorry for your loss.

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