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Use this procedure to enter information for a grantor trust return.

1. In the folders block, click the General folder, and open Screen 1041.
2. In the Identification Information section, enter information applicable for the trust.
3. In the Estate/Trust Information section, in the Type of entity field, select Grantor trust from the fieldview.
4. Choose View > Beneficiary Information.
5. Click the Beneficiary tab, and enter beneficiary name, address, and identification number.
6. Click the Federal tab, and enter information to allocate the income amounts if there is more than one beneficiary and they are not allocating equally.
7. Enter income and deductions for the grantor trust in the Income and Deductions folders.

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