I have a discretionary trust that has distributed a specific dollar amount to its beneficiary, which is less than the total income earned. I can’t figure out the correct way to handle this. If I set the allocation method to #2 and enter the dollar amount distributed in the “specific amount” field, I get error messages that the entries are incompatible and the slip amounts don’t add up to the amount distributed.
I have a workaround by telling it to allocate everything and manually calculating how much of each income type to keep in the trust on S9WS, but this is a royal pain. Anyone else with this scenario?