Views:

Problem

An issue has been reoprted in Reckon APS Tax 2020.3.1 where the capital gains are not flowing through properly from the trust tax return to the beneficiary's return. Therefore the capital gains from the worksheet do not flow to the main form. 

You can see in the Capital Gains and Losses worksheet, other than the first capital gain, information are missing for the rest capital gain entries, such as Description, Asset Type, Method and Discount. 


In the main form, only the first entry of capital gains flow though. All the rest are missing. 

Solution

The problem described in this article will be fixed in next release with reference TAX-435. Please keep an eye on future releases for the fix. 

Workaround

Delete the distribution and enter manually.