I'm trying to complete the H-2 section.  I had another CPA tell me that if the taxpayer has a revocable trust that part of the K-1 needs to be completed.

Not sure if I’m doing this area correctly.  The Lacerte forms view doesn’t say anything about the partner type but in the input section it asked for it so I put Fiduciary.  Then in the input it asks for beneficial owner partner type so I put Individual and that fed to the forms view of the K-1.  This is an example of what I have after doing the input: