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Deceased taxpayer - capital gains on 1099-DIV are nominee distribution. Can't find how to show this.
Doing taxes for deceased loved one. Turbotax let me separate dividends shown on 1099-DIV to subtract distributions that occurred after he died, which belong to beneficiary. It did not give me a way to set aside the capital gains distributed after he passed from the 1099-DIV which are also a nominee distribution for which beneficiary will have to include in their 2022 taxes. How can I get to this figure in TT and make the necessary adjustment and notes for IRS?
‎April 1, 2022
8:57 PM