Level 11
12-07-2019
02:26 AM
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If it were me doing it, I'd use two Lacerte files, and attach a PDF of the grantor letter (generated out of one file) to the complex trust 1041 (generated out of the other) before e-filing. There may be a more elegant way to do that in Lacerte, but an expeditious workaround is sometimes the best you get.