Close

Our Privacy Statement & Cookie Policy

All Thomson Reuters websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.

Keyword help
341 Allocations and designations to beneficiaries

Print this pageForward this document  Beneficiary income allocation

Where would I find detailed information with respect to amounts being allocated to the beneficiaries of a trust?

DT Max produces an in-house form entitled Beneficiary income allocation that provides detailed information regarding trust income and capital gains as well as taxes and credits to be allocated to each beneficiary.

A separate schedule will automatically be generated for each beneficiary entered under the Beneficiary keyword group.