Agree that tax needs to be paid. That is not the issue. The issue is that TT allocates taxable income of other beneficiaries (which is not allocated by me as a trustee, but is tracked via separate accounts and 1099 forms) to few people who received distributions.
Your advice is basically to ditch TT and go with professional services. It’s possible although expensive. I’m still hoping to get an advice how this situation could be resolved within the product I paid for.
