Calculate Schedule B
Schedule B calculates conditionally. If income isn't distributed to beneficiaries, Schedule B isn't needed. If the estate or trust needed to distribute income currently, or if it paid, credited, or needed to distribute any other amounts to beneficiaries during the tax year, UltraTax CS completes Schedule B to determine the income distribution deduction.
Follow these steps to force UltraTax CS to calculate Schedule B, even when not needed.
- SelectSetup,1041 Fiduciary, theFederaltab, thenOther Return Options.
- Mark theComplete Schedule B if not requiredcheckbox.
