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I'm reviewing M3XD-TNH. Instructions are to not index trusts. I'm supposing if it says "So and So,

MerilynGreen
MerilynGreen ✭
November 20, 2021 in Indexing

Trustee" that is a trust. What about estates? Are they to be indexed?

0

Answers

  • annewandering
    annewandering ✭✭✭✭✭
    November 20, 2021

    We are not seeing that batch. Is that the correct code?

    0
  • MerilynGreen
    MerilynGreen ✭
    November 21, 2021

    It's the correct code according to my notes. I have closed that batch out and am working on another batch. But the same problem exist in several other batches. Can you answer the question anyway?

    0
  • annewandering
    annewandering ✭✭✭✭✭
    November 22, 2021

    I am advised that we should index that person's name. It is not a trust or a business so index!

    Thanks for asking!

    2
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