@Oak_Fid_Agent wrote:
TurboTax does not seem to allow me to do this.
That's because the qualified dividends, by default, are allocated to the beneficiaries in the same proportion as the beneficiaries share of DNI (other tax programs operate in the same manner, FYI).
If, for example, the beneficiaries are receiving 50% of DNI (and the income is 100% dividends), then they are allocated 50% of the qualified dividends.
