acitrola
Level 2

I am preparing an initial 1041 for a Family Trust.

The income is reported on Form 1099-R, along with Federal income tax withheld (box 4).

Question:

1) can the Federal income tax withheld be allocated to the beneficiaries?

2) if so, how is the allocation accomplished within the Proseries 1041 return?

Thank you for reading this!!

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