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The following includes answers to common questions about beneficiary allocations.
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 required and discretionary distributions for the same beneficiary?
How do I allocate federal tax withheld to the beneficiary?
How do I allocate state tax withheld to the beneficiary?
Related topic: 1041 frequently asked questions
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