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"...  a much smaller amount than I am being made to pay."   Doubtful.  Trust income-tax rates are generally higher than individual tax rates unless the amount of income is quite small.  For 2024, trusts reach the 37% tax bracket at $15,200 of taxable income.  Also, to be taxable to the trust, the income has to be retained by the trust.  If the income is distributed to you, you end up paying the tax anyway, passed through on Schedule K-1 (Form 1041), and the trust takes a deduction for distributable net income to remove it from the trust's taxable income.

@ user17557140049 wrote: I am not a corporate user, but I have been buying TurboTax Premium for 21 years.  I would be forced to buy a new computer to run windows 11 so that I could use TurboTax 2025.  I will be switching to a competing tax preparation software product instead (H&R). Have you seen any evidence anywhere that 2025 HRB  is planning to install on Windows 10?

@shansmw wrote: Thank you so much!  I knew there must be a way but totally blanked, especially since it really isn't intuitive. I do have one more question, if you can possibly answer.  TT doesn't clear a problem I fixed when it did a review.  How do I make TT realize I did exactly what it said to do so I can do an efile?  Or should I ask this separately?  Or do you want more detail?   You can try asking in this same thread, but so far we only know you are trying to fix "something."  You need to describe the issue in enough detail that people can understand what you're trying to do.   And then, someone familiar with the issue can comment if they see this thread.

Thank you so much!  I knew there must be a way but totally blanked, especially since it really isn't intuitive. I do have one more question, if you can possibly answer.  TT doesn't clear a problem I fixed when it did a review.  How do I make TT realize I did exactly what it said to do so I can do an efile?  Or should I ask this separately?  Or do you want more detail? Thank you again.  

What do you need to change on Schedule A?   Maybe that will change the federal Standard Deduction into itemized and be good.   Since you have to print and mail prior year amended returns just don’t mail the federal.   

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh