Skip to main content

United States Support

International support

New releases

Join a TR community

Free trials & demos

Sign in to your products

Sign into your products Sign in to manage account

Allocation

Capital losses are not reported on Schedule K-1, lines 3 and 4

Allocate estimated tax payments to beneficiaries equally

Allocate estimated tax payments to beneficiaries using different percentages

Allocate excess deductions in final year of estate or trust

Allocate expenses directly to capital gains

Allocate expenses indirectly to capital gains

Allocate expenses to tax-exempt income

Allocate income to beneficiaries

Allocate items equally without entering allocations in Beneficiary Information

Allocate net income for pooled income funds by ownership share

Allocate net income for pooled income funds by percentage or amount

Allocate state allocation data for state returns

Allocating all income except capital gains to beneficiaries

Allocating estimated tax payments to beneficiaries

Allocation of Deductions for Tax-exempt Income worksheet

Allocation of Expenses by Income Type—Accounting Income Basis worksheet

Allocation of Expenses by Income Type—Tax Basis worksheet

Allocation of expenses in the Partnership/S Corporation worksheet

Allocation of foreign tax credit carryover

Allocation of income distribution deduction on Schedules K-1

Distribute federal tax withheld to a beneficiary

Form 1116 isn't prepared after entering data on the 1116 screen

Methods for allocation of indirect expenses

Page 1, line 2b(1) doesn't show 100 percent of qualified dividends to a beneficiary

Qualified dividends on Schedule K-1 is not equal to the amount on Form 1041

Chat now

Triva isn't available right now.

Check out the support page for our phone number and hours