I thought of doing this split and it does deal with all lines the samer way. The advantage of spliiting the way I described reports the exact amount reported by the 1099 DIV issuer. I know from experience that the IRS might run an audit (by computer I assume) of what's on the tax return versus what the 1099 issuer sends.
I couiuld be wrong, but I felt that non-matching values would more likely lead to questions askng for response. In which case the answers could be long.
Since no 1099 issuer has been willing to issue separate 1099s for before and after death, it has been tedious to get daily info to make the correct split. In one case the institutiion didn't provide monthly, let alone daily in the 1099 suplemental info, so I had to turn to daily on-line acocunt history, which does not include all the lines on the 1099s, or doesn't exactly match 1099s, when adjustments are made only for tax reporting. Several long pnone call to get help to figure out how to do it correclty. (The reps I spoke to knew no alternate approach. )
