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Fileroom Binders

Distribution information

When creating a binder, you can select if distribution information is available.
Follow these steps to indicate that this is the final year for a trust return:
  1. Initiate creating a new binder.
  2. In the 
    Create New Binder
     window, select the 
    Trust Information
     tab.
  3. Go to the 
    Select Distribution Information
     section.
  4. If the scanned images provide information regarding distribution, select
    Distribution information is included in the scanned image file
    . This will turn off
    Sec.663(b)-(65 day election)
     and
    Distribution Amount
    .
  5. If the scanned images don't contain distribution information, select
    Distribution information is provided below
    , then
    Sec.663(b)-(65 day election)
     if needed, and enter the distribution amount in 
    Distribution Amount
    .

This article applies to:

  • Product: SurePrep
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