Form 1041: Completing the Beneficiary List

Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry in the second copy.

Suppose you have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth with 69, etc.

This information applies to all years of the UltimateTax software.