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andrew-malati
Level 1
December 28, 2021

1041 Trust Return | Long-Term Capital Gains Allocation

  • December 28, 2021
  • 1 reply
  • 4 views

I have a complex trust that allocates long-term capital gains to corpus and does not distribute to beneficiaries. How do I get Lacerte to change the allocation on Schedule D Part III Line 18(a) from Beneficiaries to Estates/Trusts?

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1 reply

sjrcpa
sjrcpa
Level 15
December 28, 2021

If it's a final return the capital gains do go to the beneficiaries.

If not final, Screen 7. Remove whatever you've got in required or Other Long-term

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