Bikingcpa
Level 1
09-25-2020
11:22 AM
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I have a taxpayer who was the sole beneficiary of a family trust that died during the year. Her interest was then allocated to three successor beneficiaries. How do I get the K-1s to reflect that properly?
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sjrcpa
Level 15
09-25-2020
11:40 AM
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Calculate manually and then override in the software.
Ex-AllStar
Bikingcpa
Level 1
09-25-2020
12:07 PM
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Thank you. Although I was optimistic that the software was robust enough to handle it, I was afraid that might be the answer since I couldn't find any input areas that could address it.. I appreciate your quick response.
