1099-div for TOD decedent doesn't separate dividend

[Anonymous_]

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@ccc wrote:

.....Turbtax if you are watching this thread, please address this and fix the bug.

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I doubt they would view this as a "bug" and the developers do not appear to monitor this board.

If any changes were made, they would probably consider them to be enhancements to the program.

[ccc]

we just went through that. I was told to use the forms and override. I tried that and it did not work. In the step by step the problem is (at least according to the help) TT does not permit different adjustment amounts for different entries on the 1099-div.

[Anonymous_]

I understand, but for the other entries the best you are going to be to do is to make the adjustments manually and then print and mail the return.

[ccc]

@Anonymous_ Thank you for that suggestion. I do not think that helps for the state return when the state requires e-filing. But I will try what I can. I am going to try creating separate 1099-divs for each category and make them all add up to the full amount  and see if that works.

[dmertz]

State-return calculations generally begin with federal income which already excludes the income nomineed to another recipient, so I don't think that there would normally be a need to do anything special on the state tax return.

[ccc]

@dmertz Thank you for that comment. The main issue I see is that TT is still "rejecting" (pink boxes on the forms side) for nominee offsets to the foreign tax paid and to the exempt income (which according to the 1099DIV) has a box 1a that  does not include box 11 or 7 for example. So, it appears that the software is buggy and if I am not permitted to efile to the irs as a result of these Pink boxes, then I would be surprised if I would be permitted to efile the sate return.

[Anonymous_]

The software is not "buggy" as much as it simply does not support every single income tax scenario. 

I suspect you will have to print and mail the return.

[mrslpd31]

Did anyone figure out how to take into account the different adjustments for 1a, 1b, etc on a 1099-DIV for a final income tax return? Does creating different dividend entries for each line with their own adjustments work?  I am working on my mother's final return and it appears that it will get rejected when I try to e-file.  

[mrslpd31]

I upgraded to live help.  I spoke to a CPA and she said to just enter the decedent's dividends earned prior to death on the final tax return (so no adjustments necessary) and then enter the estate dividends into the estate account.  They will add up to the 1099-DIV received that we and the IRS received.  Easy peasy.