Skip to main content

Tax Manager and Elite Forms: To prevent the distribution from flowing through for a specific year in Trust/Beneficiaries

Updated over 2 weeks ago

If you need to stop a distribution from flowing through to a specific return year in Trust/Beneficiaries, follow these steps:

  1. Under Tax Returns, open the return for the year you need to adjust.

  2. Navigate to Distribution, right‑click in the white space area, and select Distribution Group.

  3. In the Distribution Group window, untick Allow for the distribution group you do not want to flow through.

  4. Return to Distribution, right click in the white area, and select Redistribute.

  5. Once completed, the distribution will no longer flow through to that specific return year.

Did this answer your question?