Common questions for Fiduciary Miscellaneous Information

Explore our frequently asked questions for solutions related to fiduciary returns. Use the links below to find information on:

• Initial or Final Returns: Details on entering short-year returns (found on Screen 2.1)
• Short-Year Returns: Details on entering short-year returns (found on Screen 2.1).
• Split and Other Trust Types: Guidance on various trust structures, including split trusts.

• Marking federal returns as initial or final in Lacerte
• Generating/Preparing a Short Year Return
• Common questions about split-interest charitable trusts and pooled income funds