Thank you Amy!
A few more questions:
The dividends are split with estate tax return. Should IRS be provided EIN? Should a note be provided with deceased tax return.
The interest goes to two individuals. One account they were owners of account and other they were PODs. The interest on one is $4.02 and other $10.82 divided between two people. The decease return was reduced by these amounts. How are these handled? Should the two people split and provide on their returns and provide note to IRS?
.
Ann
