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HelloI hope everyone is well. I was wondering if there are CPA firms that use the Lacerte Advanced module with unlimited business and state returns. Wondering h...
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Thank you for taking the time. There are other beneficiaries. It would be nice to treat some of the distribution as a donation. Do you think if the trust genera...
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Thank you for your response. The trust has generated income over the years but it really looks like a distribution of trust principal. There is not much wording...
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Hello, I was wondering if in a Trust document, the trust had a non-for-profit organization as a beneficiary, could you claim those as a donation on form 1041 to...
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HelloThanks everyone for your thoughts. He did have material items missing so we were not sure he would be close plus he did not have any funds. Unfortunately h...
