Hello,

I need to file a final 1040 and 1041 with a 1099-B that is under the Trust's EIN and includes all the income before & after DOD.

My plan was to prepare a spreadsheet to breakout income attributable to the decedent and trust. From that enter Trust's net amount on the 1041 with statement and supporting attachments. Same for dependent's 1040 - report the net amount since the 1099-B was issued to the Trust's EIN.

Is this the right approach? Not sure on the 1040 if I should report gross and use the nominee distribution feature to adjust (i.e. does this only fit when the 1099-B is in the decedent's SSN).

Any other  feedback welcomed. Thanks in advance.