Hi,
I am the fiduciary for a complex trust with only one beneficiary. I have entered all the data from 1099-INT, 1099-DIV, and 1099-B - and set up the distribution to be 100% to my sole beneficiary. However, when TurboTax generates the K1 for this beneficiary the Interest and Dividend amounts reported are completely different than what is showing on the 1041 for the trust - I have no idea where these amounts are coming from! The trust also received a RMD from an inherited IRA which I entered as Other income from a 1099-R and this amount shows up correctly in the 1041 but a completely different number shows up on Part III line 5 of the K1. What is happening? Thanks for any and all help!!!
Mark
