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Investors & landlords
I cannot seem to replicate your issue.
I entered $5,000 as LTCG with $3,000 allocated to income and to the beneficiary, then made a distribution of $3,000 to the beneficiary. Note that I also used percentages and that also appeared to be correct.
I have $3,000 allocated to the beneficiary and $2,000 allocated to the trust on Schedule D (18a).
‎February 9, 2023
3:39 PM