Skip to main content
Level 1
February 28, 2024
Solved

Trust - 65-day distribution election

  • February 28, 2024
  • 1 reply
  • 1 view

How do I enter the information for a trust making a distribution using the 65-day rule (Tax Code 663(b))?  

This topic has been closed for replies.
Best answer by jdeleo1743

Go to Elections.  Then "Misc elections", then "Bene Elections", then "Other" tab on far right.

Such a common election and Intuit makes it very difficult to find.   

 

  John DeLeonardis

1 reply

Level 2
March 1, 2024

Go to Elections.  Then "Misc elections", then "Bene Elections", then "Other" tab on far right.

Such a common election and Intuit makes it very difficult to find.   

 

  John DeLeonardis