RolandJ
Level 1
05-11-2021
06:59 AM
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Thank you for your prompt response. Yes, that gets us to the correct answer so that is what I will likely do. I can attach a PDF showing the gross (full year) numbers and my allocations to arrive at the correct net reportable Form 1040 amounts, that should avoid future CP-2000 notices.
However, I believe the software should provide a way to clearly enter the gross Form 1099-DIV numbers and then back out the post-death earnings. I researched the help materials without finding any reference to this situation. I talked to tech support yesterday, neither of the two gentlemen I spoke with had an answer. So, I shall just add an explanation.
Anyway, thanks again!