Beneficiary Information > Federal or State tabs > Partial Grantor dialog

Use this dialog to complete the Grantor / Agency Report for partial grantor trusts, such as Crummey trusts and 5 x 5 trusts. One-hundred percent of the amounts in the fields in this dialog transfer directly to the corresponding lines on the Grantor / Agency Report.
This dialog is available only if the entity type on the 1041 Screen is "Partial grantor trust" and the
Partial grantor trust beneficiary
checkbox in the Other Information group box on the Beneficiary tab is marked for the beneficiary.

Other group box

Enter notes and additional information to print on the Grantor / Agency Report for the beneficiary. Information entered in the following statement dialogs prints on Schedule K-1 only for partial grantor trust returns.
  • General footnote: Schedule K-1 and Grantor / Agency Report
    field on federal the 1041 Screen or state the Gen Screen.
  • Additional information
    field in the Other Information group box or the State Information group box.
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