Forms mode won't allow edit

[romgifban]

Form 1041 (Returns for Estates and Trusts).  Schedule B, Line 9 (required distributions) defaults to $9000.  For the estate I manage, it should be zero--the estate I mange has no required distributions.  Turbo Tax then adjusts the distributions to beneficiaries making them too high.   The interview mode does not have a link for Schedule B.  The forms mode shows the values, but will not allow an edit.   Additionally, TTx has changed the percent distribution among the beneficiaries.    I have used TTx for this estate in previous years and did not have this problem.  Please help.  Thanks.

[Anonymous_]

You can easily change the percentages on the Beneficiary's Allocation Smart Worksheet (on each K-1).

[romgifban]

Found my own answer!   To make an edit in forms mode,  you must right click and select Override.  

[Anonymous_]

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@romgifban wrote:

Found my own answer!   To make an edit in forms mode,  you must right click and select Override.  

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Doing so will void the TurboTax accuracy guarantee and most likely force you to print and mail the return.

[romgifban]

Thanks for your input.  I will mail anyway, so that's not a problem for me.  But TTx defaulted to an incorrect value on line 9 of Schedule B of Form 1041.  How else could I correct this?  Note that the "interview" never asks how much income is required to be distributed.   I have no idea how TTx chose the number it did.   Turbo Tax also never asked and did not include the $600 exemption; I added that through Forms.  I've used TTX for years, finding the personal version close to flawless, but the 1041 within TTx Business not quite as smooth.

[Anonymous_]

Trust or estate? Estates get a $600 exemption while trusts get either $100 or $300 (depending upon whether income must be distributed).

There are a few scenarios where the program will not automatically return the correct result, but that is typically easily taken care of in Forms Mode.