Print grantor letter

Review diagnostics and also check the following:
  • Make sure beneficiaries are entered in Organizer, Beneficiary Info (1041), Beneficiary Data, Beneficiary Information, [beneficiary name], General Beneficiary Information, Bene Name/Address/Distribution Info.
  • Check to see if you have a beneficiary marked not to print on the Bene. Info - Miscellaneous screen.
  • Verify you're not suppressing any beneficiary letters in Organizer, General Information, Return Options (Revocable Returns), and Misc. Options.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close