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I think what’s happening in the other case is that the wizard is forcing me into the line 5 worksheet workflow, which is for pre-TCJA rules (i.e., uses the tax rate of the parent rather than trust and estates), even though I’ve selected to use the TCJA.

 

I believe that the line 7 worksheet that is being generated should be enough, and that’s why there’s no line 5 worksheet at all.