A fund gives both taxable and tax-exempt dividends. I need to allocate dividends between a deceased taxpayer 1040 and the estate 1041 from a single 1099. TT takes the tax-exempt and then my adjustment, but then overwrites this with the adjustment for taxable dividends. I want 1040 line 2a to reflect the allocation. Is there a way TT can do this automatically or do I need to add a STATEMENT to the return, saying why the number does not match the 1099 or alternatively why it does, but shouldn't.
