Indicate a partial grantor trust beneficiary (1041)

Complete these steps to indicate which beneficiary receives the income and related deductions for the Grantor / Agency Report.

  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 Partial grantor trust beneficiary field.
  5. Click Save.
  6. Click the Partial Grantor link to the left and enter additional information for the partial grantor beneficiary.

Note: You can designate only one beneficiary to receive a Grantor / Agency report.


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