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I am filing a decedent return for my Father and need to assign dividends earned after his death to a trust return I am also preparing
Since I am doing both returns, can I split the dividends, capital gains, etc appropriately, or will the IRS reject the returns eventually? After all, the tax paid will be correct. I sort of understand the 1096/1099 path to doing this properly, but it is pretty time consuming, complex, and may require a typewriter???.
As far as I can see, TT Deluxe does not really help much here.
‎February 22, 2021
8:08 PM