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tccpg289
Level 5
April 12, 2025
Question

Allocating Interest, Dividends, Capital Gains, and Other Income to Beneficiary on 1041

  • April 12, 2025
  • 1 reply
  • 7 views

In ProSeries, it is very easy to figure out where to enter these items to the beneficiary so that they flow apporpriately to the K-1.

In ProConnect, I cannot locate where to allocate these items to the beneficiary.

Any assistance appreciated

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
April 12, 2025

https://accountants.intuit.com/support/en-us/help-article/federal-taxes/common-questions-k-1s-distributions-trust-tax/L6b6VzTC0_US_en_US?uid=m9epife6$srcG4T may help

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