Taxes Paid by Trustee

Not available in Accountants Office

This screen is used for entering the tax paid by the trustee for a beneficiary under a legal disability for both primary and non-primary production businesses.

Primary Production Sec100(2) Share of Credit

Tax Paid: Enter the amount of tax paid by a trustee on behalf of a non-resident beneficiary who is presently entitled to distribution but is under a legal disability, for example the taxpayer is under 18. The amount entered here corresponds to the Distribution from Partnerships and Trusts item in an Individual tax return. The amount entered here as Tax Paid corresponds to the Tax Paid by Trustee fields in the Primary Production Income window.

Non-primary Production Sec100(2) Share of Credit

Tax Paid: Enter the amount of tax paid by a trustee on behalf of a beneficiary who is presently entitled to distribution but is under a legal disability, for example the taxpayer is under 18. The amount entered here corresponds to the Distribution from Partnerships and Trusts item in an Individual tax return. The amount entered here as Tax Paid corresponds to the Tax Paid by Trustee fields in the Non-Primary Production Income window.

Non-resident Beneficiary Sec98A(2)

Tax and Levy Paid: Enter the amount of tax paid by a trustee on behalf of a beneficiary who is presently entitled to distribution but is under a legal disability, for example the taxpayer is a non-resident. The amount entered here corresponds to the Distribution from Partnerships and Trusts item in an Individual tax return. The amount entered here as Tax Paid corresponds to the Tax Paid by Trustee fields in the Primary Production Income and Non-Primary Production Income window.