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Level 2
June 6, 2019
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Why am I limited on how much income can be distributed from a Trust?

  • June 6, 2019
  • 1 reply
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Best answer by Anonymous_

"Why am I limited on how much income can be distributed from a Trust?"

You may be limited by the trust instrument, but there is no limitation imposed by the software.

If you are trying to distribute capital gains, however, you need to allocate the gains to the beneficiary(ies) and to income in that section of the program (see screenshots).

1 reply

Level 15
June 6, 2019

"Why am I limited on how much income can be distributed from a Trust?"

You may be limited by the trust instrument, but there is no limitation imposed by the software.

If you are trying to distribute capital gains, however, you need to allocate the gains to the beneficiary(ies) and to income in that section of the program (see screenshots).

jp5280Author
Level 2
June 6, 2019
I see the screen shots.  Thank you.