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Level 2
posted Mar 25, 2024 9:15:31 PM

Unable to edit interest payer's name field on 1040 Schedule B

Switched to forms mode, right clicked on field to edit, unable to edit.  Is there a way to edit?  According to form 1041 instruction, need to add "Form 1041" + name and address, to 1040 schedule B line 1 if subtracting interest earned after death (reported on 1099INT) from decedent's final return.

0 2 2038
2 Replies
Level 15
Mar 25, 2024 9:26:08 PM

editing is not done on the Schedule B (get rid of the override or you won't be able to e-file) but only on the 1099-INT that created the entry in schedule B

 

Level 2
Mar 25, 2024 9:45:31 PM

Never able to place Schedule B into edit mode so assuming e-file is still available.  Unable to add info to 1099-INT as instructed in 1041 instructions.  Turbotax did add "Nominee Distribution" based on the box selected when adding 1099 info.  Hopefully this satisfies 1041 instructions.