Business & farm

You can't enter more than one 1099-DIV on Line 2a; the 1099-DIVs are combined (even if the trust receives a dozen or more). 

 

Although I understand that you may have received more than one 1099-DIV, I fail to understand your statement to the effect that "One that indicates what the trust KEPT and the other that was distributed to the beneficiaries" as 1099s generally don't dictate what is distributed to beneficiaries and what is retained by a trust.

 

The following are screenshots of what I get when I enter the figures (and distributions) in the hypo from my previous post.

 

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