Use the Distributions received from Managed Funds (dim) worksheet if you've received a distribution from a Managed fund.
The dim worksheet was introduced to report only the managed fund distributions. In the previous years, you would've included these amounts in the distribution from trusts worksheet.T
The total amounts in dim worksheets are transferred to the Distributions received from trusts worksheet (dit) worksheet.
Labels that integrate from the dim worksheet:
We've got a little reminder about Distributions received from Managed Funds (dim) in the Distributions received from Trusts worksheet (dit).
To open the dim worksheet:
- Select Preparation > Schedule > Distributions received from Managed Funds (dim).
- Go to Preparation > Schedule > Income details schedule > Enter Y at Section N - Managed fund distributions.
You can use the ATO Pre-fill to download reports and check what the ATO has received from the managed fund. See What data pre-fills into Tax?