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This article applies to:

  • Product: ONESOURCE Trust Tax

Preventing Future K-1 Transfers

To prevent future automatic K-1 transfers to the target account:
  1. Open the target account.
  2. Select the
    Tax Review-Income
     main topic then the
    Other Schedule E
     subtopic.
  3. In the grid under the
    Other Schedule E Summary
     collapsible section, select the
    Asset ID
     link for the source account.
  4. Under the
    Part I-Information About the Estate or Trust
     collapsible section, select the
    Prevent future automatic transfers of K-1 information
     check box.
  5. Select
    Save
    .