My problem with that approach is that although that would tell them the entire amount "nomineed" out, it would not properly report all the detailed split for Qualified Dividends, foreign tax, etc.
Likewise for security trades the proper splits for ST,LT. I want to also avoid having to go through hundreds of trades to mark the appropriate ones with an "N" code.
I thought that by putting in 2 1099-Div's and 2 1099-B's, the IRS would see the whole amount reported. I would also include a statement explaining what I did and a printout of the items separated by Date of Death.
