Indicate a partial grantor trust beneficiary (1041)
Complete these steps to indicate which beneficiary receives the income and related deductions for the Grantor / Agency Report.
- 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 Partial grantor trust beneficiary field.
- Click Save.
- Click the Partial Grantor link to the left and enter additional information for the partial grantor beneficiary.
Note: You can designate only one beneficiary to receive a Grantor / Agency report.
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