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.

Open a 1041 project in Onvio Tax, click the Beneficiaries tab, and then click Add or Edit to enter information in the grid.


Contact us

Was this article helpful?