@jce1978 wrote:
Thanks, but I am not using TT Business. I am filling out a paper form because this year's trust return is very basic.
Your tax-exempt dividends would be entered on page 3, Line 1 of Form 1041 in the Other Information section.
The private activity bond figure (Box 13) would be entered on Schedule I and then flow through to the beneficiary on Line 12 (A code) as an AMT adjustment on the K-1 (if a distribution is being made).
