As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through. For important information to see when the returns are due see Deadline and Perfection Periods
Most common answers:
- Entering distributions for beneficiaries on Form 1041
- Entering a sale of home for Form 1041 in Lacerte
- Determining the Name Control for Form 1041 in Lacerte
- Deductions reducing distributable income on Form 1041 diagnostic ref. 10901
- How to enter a passthrough K-1 in the fiduciary module in Lacerte
- Common questions about fiduciary grantor distributions
- Form 1041 Grantor Trust and entering beneficiary information in Lacerte
- How to resolve Lacerte diagnostic Ref. 39319 for New York Fiduciary
- Electing Small Business Trust (ESBT) and S Corp portion for Fiduciary
- Distributing Form 3800 credits to the beneficiaries of a 1041 return in Lacerte
- How to flow tax withholding to the K-1 in a final year 1041 in Lacerte
- Common questions about fiduciary returns options in Lacerte
- Common questions about New York estate or trust beneficiary's shares
- Form 1041-QFT: Qualified Funeral Trusts
- How are estates and trusts defined in the Fiduciary module?
For Form 5227 Split Interest Trusts:
- Common questions about split-interest charitable trusts and pooled income funds in Lacerte
- Generating fiduciary Form 5227 for a charitable trust in Lacerte
- How to resolve Lacerte diagnostic ref. 16041
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