Yes, there looks like there is an issue because if these were long-term rates, the tax rate should have been 20% on $28.797. Here are some possible reasons why you were taxed more.
Short-T...
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Yes, there looks like there is an issue because if these were long-term rates, the tax rate should have been 20% on $28.797. Here are some possible reasons why you were taxed more.
Short-Term vs. Long-Term: Double-check that these are truly coded as "Long-Term" in the software. If TurboTax treats them as Short-Term, they are taxed at ordinary income rates, which hit 37% once you cross $15,650. $28k of ordinary trust income would easily generate an $8k+ tax bill.
Check each entry to ensure that they are all reported as long-term.
28% Rate Gain Assets: If the trust sold "collectibles" (like coins, art, or certain stamps) or Section 1202 qualified small business stock, the IRS taxes those gains at a flat 28%, regardless of the trust brackets.
Alternative Minimum Tax (AMT): Check Schedule I. If the trust has certain adjustments or "tax preference items," it might be triggering the AMT.
State Taxes: Ensure the $8,248 isn't combining your Federal and State balances.