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Author: vkg Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121178  
Subject: Nominee interest/dividends Date: 2/11/2012 11:07 PM
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Before I continue to proceed into unfamiliar territory, interest (from CDs and state bonds) and maybe dividends reported under my father's social security number needs to be transferred to an estate return.

I have been reading Publication 550. If I am reading this correctly, a 1099-INT and 1099-DIV would be issued to the estate and reported to the IRS using a 1096 as a cover form. No e-filing because the 1096, 1099-div, and 1099-int must be original forms.

Interest is received on several 1099s. Since interest is being transferred to one EIN, is only one 1099-INT required?

For accuracy, there should also be a 1099-DIV, but it seems overkill to transfer $15 in dividends.
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