Decedent's Tax Return

[David]

I am preparing a final tax return for a decedent and a 1041 for the estate. I have some 1099-INTs, 1099-DIVs, 1099-Bs and 1099-Rs that should have the decedent's ssn but were issued to the estate's tax ID # and vice-versa. So I am trying to separate the income based on receipt prior to DOD to the TP and receipt after DOD to the estate.

If the 1099-B is issued to the TPs ssn but most of the transactions occured after the DOD, I think I have to record the complete 1099-B on the final tax return so the information will match the 1099-B filed with the IRS.

I then need to pull out the amount that should be recorded to the estate's tax return. Where in the ATX software do I reduce the amount that should be recorded on the estate's tax return?

When I prepare the estate tax return, where do I indicate the portion of the 1099Bs, DIVs, Rs, etc. that were issued with the TP's ssn but should be recorded on the estate's tax return?

Thanks.

[OldJack]

Enter the 1099 as normal, then enter a new line 1099 with estate ID# and negative amount for what goes to the estate.