I had a similar problem. for a complex trust, for a distribution that equals all the dividend, int and net cap gains,
On form 1041, line 2b (1) it shows all the ordinary dividends allocated to beneficiaries but some of the qualified dividends going to beneficiaries and on 2b (2) the rest of the qualified dividends going to the trust.
I think I found a fix this by first going to forms Dist inc K-1 and learning the exact net amount of cap gains, then going back to step by step and inserting that figure shown on Dist inc K-1 as allocated capital gains distribution in the step-by step questionnaire and then toggling back and forth between step-by step and forms a few times, then suddenly it was corrected so all dividends , int, qualified and net capital gains were shown on the K-1's as allocated properly. Frustrating but ultimately correctable.
