Generate a beneficiary transmittal letter and slipsheet from the fiduciary (1041)
Complete these steps to generate a transmittal letter and slipsheet from the fiduciary instead of from your firm.
- Click the Beneficiaries tab in a 1041 project.
- Highlight a beneficiary and click Edit.
- Click the Federal tab in the Edit: Beneficiaries panel.
- Enter X in the Letter / slipsheet fiduciary field.
- Click Save.
Note: To generate a transmittal letter from the fiduciary to all beneficiaries of this estate or trust, enter X in the Beneficiary transmittal letter and slipsheet from fiduciary field on the Letter screen in the General folder in the Data Entry tab.
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