Level 1

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!

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