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I received 2017 1099-DIV forms for my deceased mother. Dividends were paid to me (the estate). How do I enter these forms (in her name) on my 2017 return.

Forum|Forum|7 years ago
June 4, 2019
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These 1099-DIV forms have my mothers name on them but the dividend checks were cashed and paid to me (the estate). This was done after her death but prior to transfer of the accounts to my name. The new account 1099-DIV forms in my name have been entered. One post for the 2016 tax year suggests to just enter the information which "may" prompt an explanatory letter from the IRS. I assume this is OK and will quickly dispatch any concerns if it still applies for the 2017 tax year.

TurboTax Premier Windows

Best answer by Hal_Al

Yes, that's still the answer for 2017. Just report the income on your return. You don't need a 1099-Div, in your name, to do so.

If the income was not enough to require your mother (or her estate) to file a tax return, you will never hear from the IRS.

Hal_AlAnswer

Employee

Yes, that's still the answer for 2017. Just report the income on your return. You don't need a 1099-Div, in your name, to do so.

If the income was not enough to require your mother (or her estate) to file a tax return, you will never hear from the IRS.

H

HerbB3Author

This Answer Helped however I want to make sure I enter this income in the appropriate place. Do I put this into turbotax as I did with my 1099-DIV forms, as just another 1099-DIV, or do I enter this income elsewhere? If so where and how?