Late-provided Trust return info just received for a T3 previously filed with all Beneficiaries/Settlor blah blah in the prior year. Was it intentional that this doesn’t carry forward this year? (Why?)
Seems like an enormous amount of repetetive entry here.
Check the BeneficialOnFile form…this would carryforward previously reported entities on S15. Only part A of S15 would need to be filled out for the current year if no previously reported entities had information altered or no new beneficial owners were added. If it didn’t carryforward to BeneficialOnFile form, please send in source tax file to our support team.
~ Rob
Ha! Thanks — totally missed that form…makes complete sense now!! 