larryefraze
Level 2
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  • I went back through our old software data in CCH and UltraTax for these tax returns. The only difference I can see between that data and ProConnect is that CCH ...
    larryefraze
    1
    Mar 31, 2024
  • For the simple trust, adjusted total income is a loss of $2,586. No DNI.For the scholarship trust, the trust was created by a will. The trust is managed by the ...
    larryefraze
    2
    Mar 31, 2024
  • I put in a dummy beneficiary and the diagnostic goes away but then the Illinois return includes a schedule D with the dummy beneficiary information.
    larryefraze
    4
    Mar 31, 2024
  • This one is a complex trust but I have a simple trust with the same problem.
    larryefraze
    Mar 31, 2024
  • We have a few like this where there is no identified beneficiary. The one I am working on is a trust that issues $500 scholarships to different recipients each ...
    larryefraze
    8
    Mar 31, 2024
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Member Since ‎03-30-2024
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