I am sorry, I am still confused. I tried to allocate some qualified dividends to the estate/trust (line 2b (2) but the K-1 that was generated was not different from when NO qualified dividends were allocated to the estate. How can I force the program to allocate some dividends to the trust and have the values change on the K-1s? the only place this is possible is income line 2b. Yet changing these numbers makes no difference on the K-1. Yes I did check complex trust and no the trust does not require me to distribute all the income annually. again, it appears there must be something not working in the software, as no matter what I enter in lines 2b the K-1s that are generated do not differ.
