LizPS
Level 4
03-07-2022
04:57 PM
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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:
In 2020 the dividends are present on K-1 but there was a net capital loss, so loss not reflected:
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?