I think I'm not understanding how the trust can have a loss carryforward that is not passed through to the beneficiaries on the final return. Everything should be passed through on the final return.
If you used losses to offset gains on the 1041 without any excess losses, then there are no carryforwards.
Otherwise, if you're asking whether there is some sort of limitation on the amount of capital losses that can be passed through to the beneficiaries on the final return, there is not.
February 19, 20246:20 AM
