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Item 59 - Choice for resident trustee to be assessed to capital gains on behalf of beneficiaries

To complete item 58:

  1. Enter or select the Assessment code at label X.
  2. Click label Y to open the list of beneficiaries.
  3. Highlight and select from those listed or click New to open a blank beneficiary worksheet (xT).
  4. In the beneficiary xT worksheet scroll down to label F. At the field below label F ‘Trustee choice to pay capital gains’ enter the amount the trustee is choosing to pay.
  5. Close the beneficiary worksheet (xT).
  6. The amount at label Y is updated with the change made in the xT.
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