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- Re: How do we pass capital losses to the beneficiaries on a final 1041 retrun?
How do we pass capital losses to the beneficiaries on a final 1041 retrun?
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pdictos
Level 2
11-02-2024
12:23 PM
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I am filing a final 1041 and need to pass capital losses to the beneficiaries. How do I do that on Lacerte?
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George4Tacks
Level 15
11-04-2024
03:39 PM
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Screen 2.1 Final Year Estate/Trust mark the Final box
Screen 5 Put the percentage allocation (25% = 25) to total 100. Since it is final year either as Required or as Other.
Answers are easy. Questions are hard!
