How to Distribute Capital Gain to Beneficiary?

Modified on: Fri, 2 Feb, 2024 at 11:57 AM

Question: While distributing Trust income, the Capital Gain not reflecting via Beneficiaries Tax Return

Answer: Capital Gain is posted in the "Beneficiary" section of the Trust

You may choose either "Manual" or "Equal" distributions

Then, it will auto sync through the entity's tax form -

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