The figures are correct. The 1099s are just split between two years. I have all the dated data from brokerage accounts and banks. The actually 1099s do not have individual dates - just the whole calendar year. So if the IRS were to want to verify interest, dividends, gains, they would not know how to split the data without information from me. I have it all filed with the tax returns so I guess I can just wait and see if they ask for it.
Thank You. I am closing the estate and doing my final return. I really don't want to do any amendments.
lesson learned - choose calendar year not fiscal.
