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Level 2
July 20, 2023
Discussion ongoing

K1 export data

Related products:Lacerte
  • July 20, 2023
  • 1 reply
  • 4 views

Having K1 information export to an individual when a Grantor Trust holds the percentage ownership. the Grantor Trust is a disregarded entity.

This topic has been closed for replies.

1 reply

August 11, 2023

Thanks for the idea to export K1 information to an individual when a grantor trust hold the percentage ownership. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

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