swongtax
Level 4

I am using Intuit ProConnect for Business to try to duplicate a Trust Return that has been filed, to see if I can come up with the same tax numbers and Forms.  (ProConnect is much less expensive than Proseries Business/but ProConnect clearly is horrible to use).

I don't think MA Form 2, Schedule B/R and Schedule K2-1 are required when there are no income distributions.  I cannot even get the Schedule B/R (beneficiary/remainderman)  page to come up unless I enter the % for the beneficiaries, and this will reflect as income distributed to the beneficiaries.  If I enter zero %, then Schedule B/R will not be included.

On the return I am studying, it included Federal K-1 (zeros), MA Schedule B/R, zero income but with % designated with beneficiaries names, and three Sched K2-1 with all zeros.

Thank you!

 

Sui

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