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pdictos
Level 2
November 2, 2024
Question

How do we pass capital losses to the beneficiaries on a final 1041 retrun?

  • November 2, 2024
  • 2 replies
  • 4 views
I am filing a final 1041 and  need to pass capital losses to the beneficiaries. How do I do that on Lacerte?
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2 replies

IRonMaN
IRonMaN
Level 15
November 2, 2024

Deja vu all over again.  One post is all you need.

Slava Ukraini!
    George4Tacks
    George4Tacks
    Level 15
    November 4, 2024

    Screen 2.1 Final Year Estate/Trust mark the Final box

    Screen 5 Put the percentage allocation (25% = 25) to total 100. Since it is final year either as Required or as Other. 

    Answers are easy. Questions are hard!
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