I am using 2024 Turbotax Deluxe, federal and state, desktop version. I have a 1099-DIV that has amounts in boxes 1a (ordinary dividends), 2a (capital gains), 2b (section 1250 gains) and 5 (section 199A dividends). The return is for someone who passed away. Part of each amount belongs to him and part to his estate. Turbotax only gives you one adjustment figure per 1099-DIV. I tried splitting the 1099-DIV into four parts so that I only entered one box on each 1099-DIV and then adjusted the amount. That worked for boxes 1a and 2a. TT reduced the amount reported on the relevant form. It did not work for box 2b. I didn't try it for box 5 since I figured I couldn't use this method.
Has anybody had any success with this?
