1041-US: Beneficiary allocations FAQs

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The following includes answers to common questions about beneficiary allocations.

How do I allocate items equally to all beneficiaries without entering allocations for every beneficiary in View > Beneficiary Information?

How do I allocate excess deductions to beneficiaries in the final year of an estate or trust?

How do I not allocate excess deductions to beneficiaries in the final year of an estate or trust?

How do I allocate less than 100 percent of income to beneficiaries on a final return?

For a final return, can I allocate all income except capital gains to beneficiaries?

How do I enter both Tier 1 and Tier 2 distributions for the same beneficiary?

Related topic: 1041 frequently asked questions

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