Enter entirely discretionary distributions

For distributions made at the discretion of the fiduciary, follow these steps to enter the necessary data to calculate the beneficiary distributions and Form 1041, Schedule B.
  1. Go to the
    Allocation
    folder and select the
    Allocate
    tab.
  2. Enter
    X
    in the
    Entire amount to be distributed is discretionary
    field in the Beneficiary Allocation Options section. This causes the distributions entered in
    View
    ,
    Beneficiary
    to print on Form 1041, Schedule B, line 10, rather than on line 9.
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