pdictos
Level 2
I am filing a final 1041 and  need to pass capital losses to the beneficiaries. How do I do that on Lacerte?
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IRonMaN
Level 15

Deja vu all over again.  One post is all you need.


Slava Ukraini!
George4Tacks
Level 15

Screen 2.1 Final Year Estate/Trust mark the Final box

Screen 5 Put the percentage allocation (25% = 25) to total 100. Since it is final year either as Required or as Other. 


Answers are easy. Questions are hard!