IRC 199A Non-Grantor Trust Allocations
IRC 199A Non-Grantor Trust Allocations          
           
Total Qualified Trade or Business Income of Pass-Thru Entity        
Total W-2 Wages Paid to Employees of Pass-Thru Entity        
Total Qualified Property Unadjusted Basis of Pass-Thru Entity        
           
Trust's Ownership Percentage of Pass-Thru Entity        
Allocate All Pass-Thru Entity Items to Trust Pro-Rata Based on Trust's Ownership Percentage?
       
           
Trust's Total Qualified REIT Dividends        
Trust's Total Qualified Publicly Traded Partnership Income        
           
Pro-Rata Allocation of Pass-Thru Entity Items to Trust:          
Trust's Share of Pass-Thru Entity's Qualified Trade or Business Income        
Trust's Share of W-2 Wages Paid to Employees of Pass-Thru Entity        
Trust's Share of Qualified Property Unadjusted Basis of Pass-Thru Entity        
           
Manual Entries for Non Pro-Rata Allocation of Pass-Thru Entity Items to Trust:          
Trust's Share of Pass-Thru Entity's Qualified Trade or Business Income        
Trust's Share of W-2 Wages Paid to Employees of Pass-Thru Entity        
Trust's Share of Qualified Property Unadjusted Basis of Pass-Thru Entity        
           
Trust's Total Distributable Net Income (DNI) for Taxable Year
Total Trust DNI Distributed to All Trust Beneficiaries
Trust DNI Not Distributed to Trust Beneficiaries
How Many Trust Beneficiaries Are There?
Distribute the Total Trust DNI That Was Distributed to All Trust Beneficiaries on a Pro-Rata Basis?
           
If Pro-Rata Distribution Allocation:          
Qualified Business Income Allocated to Each Trust Beneficiary for IRC 199A        
Qualified Business Income Allocated to Trust for IRC 199A        
W-2 Wages Allocated to Each Trust Beneficiary for IRC 199A        
W-2 Wages Allocated to Trust for IRC 199A        
Qualified Property Unadjusted Basis Allocated to Each Trust Beneficiary for IRC 199A        
Qualified Property Unadjusted Basis Allocated to Trust for IRC 199A        
Qualified REIT Dividends Allocated to Each Trust Beneficiary for IRC 199A        
Qualified REIT Dividends Allocated to Trust for IRC 199A        
Qualified Publicly Traded Partnership Income Allocated to Each Trust Beneficiary for IRC 199A        
Qualified Publicly Traded Partnership Income Allocated to Trust for IRC 199A        
           
If Not Doing Pro-Rata Trust DNI Distributions To All Trust Beneficiaries, Manually Enter Each Beneficiary's Share ($)          
           
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total DNI Distributed to Trust Beneficiaries        
           
           
Trust Beneficiaries' Shares of QBI Based on Manual DNI Entries          
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total QBI Allocated to Trust Beneficiaries        
QBI Allocated to Trust        
           
Trust Beneficiaries' Shares of W-2 Wages Based on Manual DNI Entries          
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total W-2 Wages Allocated to Trust Beneficiaries        
W-2 Wages Allocated to Trust        
           
Trust Beneficiaries' Shares of Qualified Property Unadjusted Basis Based on Manual DNI Entries          
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total Qualified Property Unadjusted Basis Allocated to Trust Beneficiaries        
Qualified Property Unadjusted Basis Allocated to Trust        
           
Trust Beneficiaries' Shares of Qualified REIT Dividends Based on Manual DNI Entries          
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total Qualified REIT Dividends Allocated to Trust Beneficiaries        
Qualified REIT Dividends Allocated to Trust        
           
Trust Beneficiaries' Shares of Qualified Publicly Traded Partnership Income Based on Manual DNI Entries          
Beneficiary 1        
Beneficiary 2        
Beneficiary 3        
Beneficiary 4        
Beneficiary 5        
Beneficiary 6        
Beneficiary 7        
Beneficiary 8        
Beneficiary 9        
Beneficiary 10        
Beneficiary 11        
Beneficiary 12        
Beneficiary 13        
Beneficiary 14        
Beneficiary 15        
Beneficiary 16        
Beneficiary 17        
Beneficiary 18        
Beneficiary 19        
Beneficiary 20        
Beneficiary 21        
Beneficiary 22        
Beneficiary 23        
Beneficiary 24        
Beneficiary 25        
Total Qualified Publicly Traded Partnership Income Allocated to Trust Beneficiaries        
Qualified Publicly Traded Partnership Income Allocated to Trust        
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