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March 29, 2024
Question

Trust Required Distribution - Schedule B Line 9

  • March 29, 2024
  • 1 reply
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I have trust that made a distribution but it is NOT a required distribution.  But on the 1041, Schedule B, Line 9 is showing the value.  I cant figure out how to not show the value here since it is not required per the trust documents.

1 reply

March 29, 2024

In the Distributions section of the program you can select Amounts and enter the figures under second tier.

 

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