LizPS
Level 4

I still have to wonder if I'm missing something that changed in the 2021 software.  I have 2 Trust clients, completely unrelated and having the same issue on both.

Dividends & Cap Gains were reflected on 2019 K-1:

LizPS_0-1646693712944.png

 

In 2020 the dividends are present on K-1 but there was a net capital loss, so loss not reflected:

LizPS_1-1646693712961.png

LizPS_2-1646693712982.png

 

LizPS_3-1646693712994.png

In 2021 I can’t get the distributable amount to the K-1 because the “100% is showing on estate” and it should be on Beneficiary, how do I change in ProSeries?

 

 

0 Cheers