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Level 3
September 23, 2025
Question

Grantor Letter - Does Proseries Print One?

  • September 23, 2025
  • 1 reply
  • 4 views

Does Proseries create a Grantor Letter? I have the Grantor Worksheet, but cant find a Grantor Letter like other software provides. Hoping I am missing it.

1 reply

Skylane
Intuit Community Champion
September 23, 2025

Sort of....  

Enter the info on the Grantor Information worksheet, i.e.

Ordinary Dividends        1040 Line 9A        $XXX

Qualified Dividends        1040 Line 9B       $XXX

 

Then quick-zoom to the Grantor Information Statement 

 

If at first you don’t succeed…..find a workaround