Add general footnotes

Use the following statements to add additional notes to the return. The information you enter is included in the electronic file.
  • 1041
    screen, General footnote: Entries print with the return.
  • 1041
    screen, Schedule K-1/Grantor Report General footnote: Entries print with every beneficiary Schedule K-1 or Grantor/Agency Report.
  • Beneficiary module,
    Beneficiary
    tab, Additional Information: Entries print for the specific beneficiary only.
  • Beneficiary module,
    Partial Grantor
    button, Additional Information: Entries print with the Grantor/Agency Report that's reporting the partial grantor beneficiary share of income.
  • Beneficiary module,
    Federal
    tab, Qualified Subchapter S Trust Additional Information: Entries print with the Grantor/Agency Report that's reporting the S Corporation amounts to the beneficiary.
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