Excel Export / Import utility for beneficiary information overview (1041)

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The Excel Export / Import utility allows you to quickly and efficiently export and import beneficiary information to and from a client and a Microsoft Excel workbook. When you export beneficiary information, the utility creates the following three Excel worksheets (from the Beneficiary Information window).

  • 1041 Beneficiary Information: This worksheet contains columns for beneficiary client data and other information.
  • Federal: This worksheet contains columns for income distribution and capital gain allocations as well as information for other returns.
  • Special Allocations: This worksheet contains columns for percentage and amount allocations for specific income categories.
  • Partial Grantor: This worksheet contains columns for amounts allocated to the partial grantor beneficiary.

Notes

  • The Excel Export / Import utility does not export or import information from the state tabs in the Beneficiary Information window.
  • To import Excel spreadsheet information into statement dialogs, follow the guidelines described in Importing information into statement dialogs.

Basic procedure for exporting and importing beneficiary information

  1. Create the Excel workbook template by exporting data to Excel. To import beneficiary information data from Excel, you must create the Excel workbook template by exporting the beneficiary information spreadsheet into Excel. For more information, see Exporting beneficiary information to Excel.
  2. Modify and save the Excel workbook. After generating the beneficiary information Excel workbook, you can make modifications to the worksheets following the guidelines described in Excel Export / Import guidelines for beneficiary information.
  3. Import the Excel workbook. For more information, see Importing beneficiary information from Excel.

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