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New Member
posted Feb 4, 2025 1:41:32 PM

My mother passed away last year. How do I enter her taxable interest, if I don't have access to her account ?

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1 Replies
Expert Alumni
Feb 5, 2025 9:38:04 AM

If you are trying to enter her interests, but do not have access to her account, you will need to manually enter this information. You will need a physical or digital copy of her 1099-INT and manually put it in the software. See the captures below for some guidance 

  • From the Investments and Savings screen, you will skip the importing option and click Enter in a Different way

 

  • You will then select the type of investment income received, and hit continue

 

  • You will then see the option to type it manually. You can also upload the PDF from your computer, or snap a picture of it