My father passed away in Dec 2020 I filed his final tax for 2020. Question is in regards to dividend income in 2021, before several accounts were moved about.
It took until April 2021 to set up the new account at the brokerage to move the Trust assets from my father's Trust account. The new account is still his Trust but I am trustee and it has a new Tax ID number. His Trust account had some paid dividends prior to the transfer. The brokerage prepared 2 1099-Div, one for each account, but one for Jan -April timeframe is under my father's SSN
Additionally, The same thing happened with several drip accounts that would have needed to go to an estate account and TIN since they were not held in the trust and had to be probated, but actually all the Dividends were paid to his SSN.
I understand I need to file 3 taxes, 1041 for trust with K1 to me, 1041 for estate with K1 to me and of course my taxes. I'm just not sure how to account for the 1099's in his name and SSN, it is about $17k total in taxable dividends.
