Special allocations

Michigan supports special allocations on fiduciary returns.
To use the specially allocate beneficiary amounts, go to the
MIGen
screen and mark
Use special allocations for beneficiary amounts
. You can designate special allocations in the Beneficiary Information section.
note
If you use special allocation:
  • Schedule 3, Page 3 of Form MI-1041 will be blank. However, the fiduciary adjustment amount calculates and transfers to page 1.
  • Schedule 2 will calculate and show the names and addresses of the beneficiaries.

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