Thank you for the response. As the adjustment question only has one input field, this part of the software is somewhat confusing. The 1099-DIV in question has sources for many lines aside from dividends (1a,b) and gains (2a). I have values on Line 5, 11 and 12. I have calculated the correct values for values prior to date of death and post-death. Since there is no way to attach a statement and file electronically, must I file on paper, or just use the manually adjusted values and if IRS has questions they will send a letter?
Maybe a better question is if the IRS requires that all values on 1099-DIV form be allocated to decedents return and estate EIN return? Or is this primarily for dividends (1a), and the rest of the values (1b) don't need to be adjusted?
