Statement of Distribution discloses information that is needed to be provided to each beneficiary, to whom that information relates, to allow them to complete their own tax return.
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1. Search for Statement of Distribution using the Search Report bar. Alternatively, locate the Statement of Distribution under Financial Reports.
2. Add the Statement of Distribution to the Report Pack List by selecting the Add To Pack arrow.
3. Users have the option to preview it or download the Statement of Distribution as a PDF, Excel, or Word document. Select to remove from the Report Pack List