Level 15
06-08-2023
01:23 PM
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You should be able to edit the old K-1 worksheet to the new beneficairies info, or add a new K-1 worksheet for an additional beneficiary.
Once you mark the 1041 as Final, the Cap Gains "should" pass out to the K-1s, if they dont, if you scroll down down down the Sch D, you'll find a table to allocate to the benes rather than the trust.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪