Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

FileRoom Binders

Trust information

In 
Create New Binder
, the settings under 
Trust Information
 let you set options such as distribution information and deduction information. This information will be considered by the preparer while preparing 1041 binders for Outsource Onshore/Offshore.
To view the
Trust Information
 tab, select
Trust Information
.
Select Trust Options
If this binder is for the final year of the trust return, select 
Final Return
.
Select Distribution Information
If the information regarding distribution is provided in the scanned images, select
Distribution information is included in the scanned image file
. This will turn off
Sec.663(b)-(65 day election)
 and 
Distribution Amount
.
If the scanned images don't contain distribution information, select
Distribution information is provided below
, then select
Sec.663(b)-(65 day election)
. If needed, enter the distribution amount in 
Distribution Amount
.
Select Deduction Information
If the deduction information related to the settings under 
Select Deduction Information
 is included in the scanned images, select 
Deduction information is included in the scanned image file
. When this is selected, the specific settings won’t be available.
If the scanned images don't contain this information, select 
Deduction information is provided below
. This will turn on the settings under
Deductions
 and 
Other deductions
. Once these are active, you can choose your options.

This article applies to:

  • Product: SurePrep

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close