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No beneficiary screens in Organizer
Scenario
You may encounter missing beneficiary screens in the Organizer, where you don't have a Beneficiary Info (1041) folder.
Cause
This can happen when switching back and forth between entity types or types of trust in Organizer, General Information, Basic Return Information, Entity Information screen.
Solution
- To resolve, perform a full recompute and see if the Beneficiary Info (1041) folder appears.
- If a full recompute didn't bring the folder back, try closing and re-opening the locator.
This article applies to:
- PRODUCT: ONESOURCE Income Tax Express RS
- Return type: 1041 Fiduciary
- Subject: Beneficiaries