Thank you for replying. Passed in Sept 2021.
Unique situation and I was trying to stay brief. The capital gains are from a TOD account, therefore not included in the estate because it passes directly to beneficiary, who must pay taxes on them on 2022 taxes. I've carefully researched this.
Again, Turbotax lets me divide the dividends distributed after his death from this same fund's 1099-DIV. I must find out how to do so with the capital gains.
(Maybe I'll have to redo it all by hand. I've already spent hours & hours on a Merrill Lynch import issue other community members have documented for years and I couldn't solve either. Phone call to TT was dead end.)
