DaveF1006
Expert Alumni

Business & farm

To clarify, are you trying to allocate capital gains to your beneficiaries? If so, what are the source of your capital gains? For an example, there is a section listed under investment income >stocks, mutual funds, bonds and others. Once a capital gain is determined from the security sales, then the capital gains are allocated to each partner's K-1 according the the percentage of allocation you assign each beneficiary.

 

If this is not what you are asking, please give us the specifics of your issue.

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