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tccpg289
Level 5
May 4, 2025
Question

Income Distribution Deduction for a Complex Trust - Sch B

  • May 4, 2025
  • 2 replies
  • 14 views

I am attempting to get the actual distributions to the beneficiary entered, and I believe the best way to do so is to override. The override does indeed work to get the distribution to flow correctly to line 10 of Sch B.

Is there any additional concerns on what else needs to be entered?

Are overrides going to prevent electronic filing?

This topic has been closed for replies.

2 replies

George4Tacks
George4Tacks
Level 15
May 6, 2025

GENERALLY overrides are not a good choice. Have you tried using the percentages and see how that works? If that does not produce what you expected, then use the override, if you feel that makes it correct. 

GENERALLY overrides do not prevent e-filing.  

 

Answers are easy. Questions are hard!
BobKamman
BobKamman
Level 15
May 6, 2025

I'm trying to understand this question.  With ProSeries, Line 10 of Schedule B is a fillable item.  Is it not, in ProConnect?  Are you trying to back into it from the K-1 worksheet?  

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