Ok, well, thanks for taking the time to help
The more I review this, I'm thinking TurboTax is doing what the IRS form is asking. My lack of understanding may be around how the qualified dividends should be handle on the 1041. If I were to just fill out these forms by hand using 3,000 for the amount from form 1041, line 23 and 2,800 for the amount from form 1041, line 2b(2) , I would see that line 8 on the qualified dividends tax worksheet would only tax 2,600 at 0%. Don't understand why it would tax 2,800 (my entire qualified dividend) at 0%
