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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1041 Fiduciary
  • Subject: Beneficiaries

Enter residual allocations

Residual allocations may be necessary if income's remaining after special allocations.
Follow these steps to enter residual allocations.
  1. In
    Organizer
    , go to the
    Beneficiary Info (1041)
     folder.
  2. Select
    Beneficiary Data
    , then
    Summary of Bene Distribution Input
    .
  3. On the
    Required Income
     tab, enter the percentage used for the non-special allocations. Depending on your special allocation options selected previously, this may be instead of or in addition to the special allocations.

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