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- Amounts Allocable to the Beneficiary and the Estate
Amounts Allocable to the Beneficiary and the Estate
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BizSvc4u
Level 2
10-24-2022
04:15 PM
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I understand, from ProSeries Help that the program calculates the allocation percentage between the beneficiary and the estate or trust. The program is calculating that 100% of the qualified dividends are allocable to the estate or trust with nothing allocable to the beneficiary. I believe this is incorrect because in prior years we have a percentage allocable to the beneficiary. Where in the software do we fix that?
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