Drphibes
Level 7

Have a trust that was final in 2023 that made an allowable charity donation.  Being a final year it is a complex trust.  Obviously being a final year, all income is being distributed.  The Charity portion of the program has been filled out with the charity info and donation amount.

The program is generating a 1041-A despite the exception for having to file a 1041-A if all income is being distributed.  When I change the designation to simple trust, the 1041-A goes away but there is a non-critical diagnostic that simple trusts cannot take a charitable deduction.  The donation amount is appearing on the K-1 of the beneficiaries.

I have looked around to see if there is a box to check that says income must be distributed but cannot find such a box.

What am I missing?  Thanks in advance all!

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