Allocate items equally without entering allocations in Beneficiary Information
You might want to allocate items equally to all beneficiaries without having to enter allocations for every beneficiary by going to
View
, then Beneficiary Information
.- For estates and all types of trusts:
- Go to theAllocatescreen in theAllocationfolder.
- Mark theFirst tier beneficiaries: Allocate all items, except capital gains, equallycheckbox.noteThis applies to all non-capital income amounts on all returns. It overrides the amounts and percentages entered by going toView, thenBeneficiary Information.
