I initially selected Simple Trust in response to questions in the Step By Step mode. I later discovered that the Decedent's Estate is actually a Complex Trust. TurboTax Business will not let me change the option check mark on Form 1041 or the Step By Step page from Simple Trust to Complex trust. As a result, the distributions page will not let me enter the actual distribution to beneficiaries because the amounts are more than the trust income. The distribution amount included part of the principal of the trust and not just income.
How do I force the program to accept the change from Simple Trust to Complex Trust? Note: I also have Decedent Estate option checked.
