1041-US: Calculating distribution amounts on Schedule B, lines 9 and 10 (FAQ)

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The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

Question

How do the distribution amounts on Schedule B, lines 9 and 10 calculate?

Answer

The amounts on lines 9 and 10 are based on entries on Screens Allocate and Dist in the Allocation folder and in View > Beneficiary Information.

Related topic: 1041-US: Beneficiary distribution calculations FAQs

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