My mother died in 2024, and her brokerage firm reported some dividends that will need to go onto a Form 1041 and beneficiary K-1s. I imported her brokerage statements. From reading the IRS instructions the full amount of dividends should be reported on her schedule B, with an adjustment to back out amounts which will be reported on Form 1041. I have successfully entered the amount to back off these dividends as a "nominee distribution adjustment." I entered the correct amount of the adjustment in the easy step input screen, but the software is carrying a different amount to schedule B and page 1 of form 1040-SR. Why is the software changing this amount and how can I fix it?
Also, it seems to be automatically computing the amount of qualified dividends that should be backed out of her return. The computed amount is incorrect and I don't see a way to override it on page 1 of form 1040-SR. Any suggestions on how to report the correct amount of qualified.
