Capital Gains - Multiple Trust Distributions - LodgeIT

Capital Gains – Multiple Trust Distributions

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Select Capital Gains from the form summary

 

 

 

If you are in the form, then go back to the Section Activation Panel

 

 

 

From in the form, select Capital Gains

 

 

 

 

Now add in a Capital Gain

 

 

 

 

And fill in all the relevant dates, costs & sale proceed values.

 

Note, Complete each schedule with a purchase date greater than 12months and then $0 for Purchase price, and total gain for Sale.  This results in discounted gain being reported for each managed fund, using information at hand.