JessSBFP
Level 2

I'm trying to figure out how to allocate expenses to corpus/principal capital gains instead of having it all go to the beneficiary's income on the K-1. Does anyone know how I can do this in ProSeries?

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Just-Lisa-Now-
Level 15
Level 15

Scroll down down down Sch D and you'll find boxes to allocate Cap Gains between trust and the benes


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