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Level 3
March 9, 2023
Question

Allocating Expenses to Corpus/Principal Capital Gains in a 1041

  • March 9, 2023
  • 1 reply
  • 9 views

I'm trying to figure out how to allocate expenses to corpus/principal capital gains instead of having it all go to the beneficiary's income on the K-1. Does anyone know how I can do this in ProSeries?

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1 reply

Just-Lisa-Now-
Intuit Community Champion
March 9, 2023

Scroll down down down Sch D and you'll find boxes to allocate Cap Gains between trust and the benes

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