Thanks for your reply. I did receive more than the Line 5 reported amount. That's not the issue. The issue is in 14H and I'll type it exactly here: Net Investment Income: X (then defines different types), then Total Net Investment Income at the bottom which is the total X. BENEFICIARY PORTION OF INVESTMENT INCOME 1/4 of the next line which is INCOME REPORTED ON SCHEUDLE K-1. The numbers for dividends and deductions are CLEARLY 1/4 of the whole as reported on the first Line Net Investment Income, yet the numbers clearly state that my PORTION is exactly 1/4 of what is reported on Line 5. I've had 4 professionals look at this, and they are in agreement that it appears the amount this Trustee's accountant has put down is the full amount for all 4 beneficiaries, and that 14H shows what MY PORTION is supposed to be. All the other numbers shown on the K1 are only 1/4 of the whole; yet the taxable Line 5 amount is the TOTAL as they themselves have written. This Trustee has .. me on multiple issues and absolutely refuses to respond or answer questions. They are combative and belligerent and I have sent multiple letters they have signed for asking clarification. 14H shows a negative number which makes the correction, and 14E shows the correct amount for my PORTION. It even says in the notes "PORTION". I can't afford an attorney; already wasted $15,000 just to try to get answers through one and the attorney did nothing at all. I've tried 3 attorneys and all the same; just take money I don't have and do nothing and all I'm trying to do is get questions answered. I know I have to report and pay taxes on Line 5. I know all about K1's and taxes. What I don't know is why they would put in 14H that my portion is only 1/4 of what they put as my share. I never got accounting to show where the numbers come from either, and I asked to see the documents sent to my brothers and sisters (the other 3 beneficiaries), but they told me due to "privacy" I'm not allowed to know what amount the other beneficiaries are being taxed on which would resolve this. I think that's illegal; beneficiaries have the right to know disbursements, but I have no recourse. Thanks for whatever you can decipher from this mess.
