Generate a beneficiary transmittal letter and slipsheet from the fiduciary (1041)

Complete these steps to generate a transmittal letter and slipsheet from the fiduciary instead of from your firm.

  1. Click the Beneficiaries tab in a 1041 project.
  2. Highlight a beneficiary and click Edit.
  3. Click the Federal tab in the Edit: Beneficiaries panel.
  4. Enter X in the Letter / slipsheet fiduciary field.
  5. Click Save.

Note: To generate a transmittal letter from the fiduciary to all beneficiaries of this estate or trust, enter X in the Beneficiary transmittal letter and slipsheet from fiduciary field on the Letter screen in the General folder in the Data Entry tab.


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