Oak_Fid_Agent
Level 2
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Well, after numerous back and forth, a newbie like me became educated! I can't thank you enough for your help. I do strongly suggest asking TT to reword that qu...
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BINGO. OMG here's the problem. In TT it asks for second tier distributions. It fails to say that this value should ONLY be from the DNI--instead, I and others l...
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Exactly! but the million dollar question is how do I allocate it to the trust? That is the missing piece and once I figure it out I'll feel like a dope.
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Here are the values from the 1092 form1. interest income 36652. ordinary dividends: 19,8793. qualified dividends: 8397 to beneficiary and 3031 to trust (tried i...
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Ok I went back into the program and did it 2 ways: allocated all the qualified dividends to the beneficiaries and then allocated all of the qualified dividends ...
Activity Feed for Oak_Fid_Agent
- Got Cheered for Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b). March 5, 2024 10:27 AM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 5, 2024 10:15 AM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 5, 2024 9:41 AM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 7:06 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 6:06 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 5:42 PM
- Got Cheered for Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b). March 4, 2024 3:03 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 2:05 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 1:56 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 1:44 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 4, 2024 9:08 AM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 3, 2024 11:08 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 3, 2024 9:18 PM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 3, 2024 10:08 AM
- Posted Re: Splitting taxable dividend income between trust and beneficiaries on Business & farm. March 3, 2024 9:38 AM
- Posted Re: Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 3, 2024 9:36 AM
- Posted Splitting taxable dividend income between trust and beneficiaries on Business & farm. March 2, 2024 6:24 PM
- Posted Complex trust: turbo tax does not change K1 forms when qualified dividends split between trust and beneficiaries (line 2b) on Business & farm. March 2, 2024 6:18 PM