You will enter it the same way you would if you would have received a 1099. To do this you will select the following: Federal Income Show more next to Interest and Dividends Start next to interest on 1099-INT then you will go back and choose start next to dividendsYou will just enter the description and amount received.

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Re 1099-INT, 1099-DIV etc. How should I properly enter or describe Payer's information for INT, DIV, etc earned from inheritance/decedent when no 1099 is received? thx

Forum|Forum|3 years ago
March 27, 2023
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Best answer by DianeW777

You can simply enter the bank name or you can use the 'Nominee' description you mention, then enter the amount of interest and/or dividends into your TurboTax return. This will be appropriate for the IRS.

@C-Starr

V

Vanessa A

You will enter it the same way you would if you would have received a 1099.

To do this you will select the following:

Federal
Income
Show more next to Interest and Dividends
Start next to interest on 1099-INT
then you will go back and choose start next to dividends

You will just enter the description and amount received.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

C

C-StarrAuthor

What Payer Name or ID to enter when no 1099 received about earnings from inherited accounts' INT, DIV, etc after person died. Is "Nominee from XXX's social sec number" or something else appropriate for IRS? Thanks.

D

DianeW777Answer

You can simply enter the bank name or you can use the 'Nominee' description you mention, then enter the amount of interest and/or dividends into your TurboTax return. This will be appropriate for the IRS.

@C-Starr

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"