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Correct; it is unlike the personal versions.
You need to go through the Distributions section when something changes.
@ScruffyCurmudgeon wrote:
You need to review the previous answers in this thread from 3/20/2021 and 3/16/2021 as well as earlier version from 2019 - pretty much display the same process to resolve your difficulty.
1) @cwcarso's issue has nothing to do with the screenshots you posted (almost a year ago).
2) @cwcarso's post was tacked on to this thread over two weeks ago.
Hi Scruffy,
Can you tell me why there is a small percentage allocated to the estate/trust when I have 100% allocated to one beneficiary? I've checked everything and can't find out where this small amount is coming from.
Thanks in advance for any help,
Kathy
Unfortunately, if a person decides to post a q question on a pre-existing thread of discussion, particularly one of a prior year and one to which this new question's does not really pertain, the result will be the confusion expressed as the original answer was addressing the original question and moreover, in some cases, the tax circumstances may have changed in the time period as well.
It is always best to post a new question and not "tack on one"" (as was noted) to a year or more older thread.
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