Ruth1
Level 4
12-06-2019
11:28 PM
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Deceased taxpayer funds a Health Trust for 21 beneficiaries. Complex Trust. Some beneficiaries have taken distributions for various health reasons. Initially, I set up the beneficiaries receiving the distributions as k-1 income to them but now realizing there is no trust income as the trust was just opened with $$ funded by the estate.
How in Lacerte to you show initial funding and do theses beneficiaries even get k-1's?
Solved! Go to Solution.
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