About 65 Day Election Letters
ONESOURCE Trust Tax allows you to process and print 65 Day Election Letters for irrevocable complex trusts and estates (referred to as irrevocable accounts). A 65 Day Election Letter lists the matched and unmatched beneficiary distribution transaction amounts for each beneficiary for the year, and includes the total beneficiary distribution amount for the account.
65 Day Election Letters can be processed and printed for one or more irrevocable accounts. Bulk shipping and Mail Service are unavailable for 65 Day Election Letters.