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Level 1
March 29, 2024
Discussion ongoing

Section S199 A override is necessary when you have several beneficiaries on a Fiduciary Return.

Related products:Lacerte
  • March 29, 2024
  • 1 reply
  • 9 views

Need a Section S199 A override on Fiduciary Return with several beneficiaries to facilitate allocation of the S199A dividends in percentages different from the overall income!  We have a trust with separate accounts for different beneficiaries.  We spoke with Hugh from Mississippi and he accessed the trust return so your programmers could discuss this with him.  Time is of the essence!

1 reply

May 2, 2024

Thanks for the idea to allow override in Section S199A when there are several beneficiaries on a Fiduciary Return. We are changing the status to "Open for voting".

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