How do you report personal and estate income that is comingled in the 1099 DIV, INT & B forms where the 1099 forms are in the decedent's name only?

[user102154604906]

Mom died intestate in May 2018. She had a small brokerage account in her name only. Dad is the surviving spouse. The brokerage account passes to Dad through the laws of intestacy. The account was not transferred to Dad until 2019. We received 1099 forms for 2018 only a few days ago. The 1099 DIV, INT & B forms are in Mom's name only even though the forms contain both personal and estate income mixed together. I need to file form 1041 for the estate. Dad needs to file form 1040. How do we properly report the personal and estate income under these factual circumstances? Thanks for your assistance! 

[DDollar · Accepted solution]

If you Dad is filing jointly, you can just report it all on the Joint return.  If the only reason you were going to file a 1041 is to report the dividends, interest, and investment sales you won't need to file it.

[user102154604906]

Do I have any other obligation to file the 1041 this year? Since the distribution did not occur until 2019, do I need to file the 1041 next year instead? Thanks so very much for your help!

[DDollar]

No, just have your dad report any tax forms that are received.