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New2this
Level 2
February 7, 2023
Question

Filing a Simple trust in ProConnect

  • February 7, 2023
  • 1 reply
  • 5 views

Where in the input for ProConnect do you file the place to indicate that the trust is a Simple trust and not a Decedents estate?

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1 reply

George4Tacks
George4Tacks
Level 15
February 7, 2023

Client Information > right under Prepared by is Type of Entity > Use the drop down to select  2=Simple Trust

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