Allocate net income for pooled income funds by percentage or amount

You can allocate net income for pooled income funds by the following methods:
  • Ownership share.
  • Percentages or amounts.
  1. To allocate by percentages or amounts:
  2. Go to
    View
    ,
    Beneficiary Information
    , then the
    Federal
    tab.
  3. Go to the
    Allocate
    screen.
  4. Use the statement window for
    Computation of income distribution deduction
    to enter your detailed calculation.

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