Keyword help
341 Allocations and designations to beneficiaries


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Where would I find detailed information with respect to amounts being allocated to the beneficiaries of a trust?

DT Max produces an in-house form entitled Beneficiary income allocation that provides detailed information regarding trust income and capital gains as well as taxes and credits to be allocated to each beneficiary.

A separate schedule will automatically be generated for each beneficiary entered under the Beneficiary keyword group.