Savings bond interest previously reported under a different SSN

[thompsam]

I inherited some US savings bonds from my mother.  The year she passed away, I included all the interest the bonds had accrued to date on her final tax return.  In 2025, I sold the bonds and need to report the interest that was earned from the time she died to the 2025 redemption date.  I know how to make the interest amount adjustment in TT, but do I need to do anything to tell the IRS that the previously reported income was reported under a different name and social security number?  If so, does anyone know how to do that in TT as there doesn’t seem to be anyway to enter additional information, a comment, that would be sent to the IRS?

[RobertB4444]

No, you don't need to report that the previously reported interest was under a different social security number.  Just report the interest that has accrued since she passed as you were going to and you're set.

However, make sure that you retain all of the records related to the bonds so that if any questions arise later you're able to prove that everything is ok.

[thompsam]

Thank you.  This is what I thought but I appreciate you confirming it.  It just seemed strange that the IRS wouldn’t require me to provide any details on the previously claimed interest so they could reconcile my 2025 interest amount not matching the IRS1099-INT form.  I guess the IRS really is a “trusting” organization after all. 😄