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March 23, 2024
Question

Allocation of capital gains

  • March 23, 2024
  • 1 reply
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How do I allocate capital gains to a beneficiary in a complex trust and it is not the final return. I don't have an option in the step by step procedures to select allocation of capital gains as shown in the screen shots of other questions.

1 reply

Employee
March 23, 2024

@rkliever wrote:

How do I allocate capital gains to a beneficiary in a complex trust and it is not the final return. I don't have an option in the step by step procedures to select allocation of capital gains as shown in the screen shots of other questions.


If you do not see the allocation line in the screenshot below, you have no capital gains to distribute.

 

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