Enter beneficiary information (1041)
Use the Beneficiaries screen in a 1041 project to enter general beneficiary information, such as name, address, and filing instruction information. Onvio Tax uses this information to complete both the federal and state returns.
Enter and edit beneficiary information (1.5 minutes)
Open a 1041 project in Onvio Tax, click the Beneficiaries tab, and then click Add or Edit to enter information in the grid.
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