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- Re: Allocating Expenses to Corpus/Principal Capital Gains in a 1041
Allocating Expenses to Corpus/Principal Capital Gains in a 1041
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JessSBFP
Level 2
03-09-2023
02:32 PM
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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
03-09-2023
03:09 PM
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Scroll down down down Sch D and you'll find boxes to allocate Cap Gains between trust and the benes
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
