Well, after numerous back and forth, a newbie like me became educated! I can't thank you enough for your help. I do strongly suggest asking TT to reword that question to avoid frustration by others. The issue is NOT splitting dividends between trust and beneficiaries, it is reporting ONLY taxable income as distributions.
I am sure those who have more knowledge of trust taxes likely figured this out (or just paid someone to do their taxes). For those of us who use TT we need all the help we can get.
So thank you!!!
