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Form 706-GS(D-1)
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Answering the Form 1041 Skip Person Question

Question 9 in the Other Information section on page 2 of Form 1041 asks whether the trust has any present or future skip persons. To use ONESOURCE Trust Tax to answer this question:
  1. Open the trust.
  2. Select the
    Additional Information and Tax Forms
     main topic.
  3. Select
    Yes
     for the
    Are any beneficiaries skip persons?
     question in the
    Form 1041, Page 2
     group box.
  4. Select
    Save
    .