Allocation of dividends on 1041 to Beneficiaries and not Trust.

[mcdonsean5]

I'm using TT Business for Complex Trust 1041 and Schedule K-1. I have Ordinary Dividends that I want allocated to the Trust on 1041 2.b(2). This trust has no requirement for income distributions and optional principal distributions are allowed. As soon as I identify a distribution to a beneficiary, TT changes the dividends allocation in 2.b from the Trust to the Beneficiaries. How do I keep TT from allocating the dividends to the Beneficiaries?

[M-MTax]

Forms Mode. The software is going to default to distributions carry through DNI.

[mcdonsean5]

I tried Forms Mode, but lines 2.b(1) and 2.b(2) are not editable (highlighted in yellow).

[M-MTax]

I think, programmatically, you're going to have to change the allocation to the beneficiaries elsewhere and let the trust pay the tax that flows from Line 2.