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

MerilynGreen · November 20, 2021

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

Susan Ann Mullen Pelton · November 20, 2021

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

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?

Susan Ann Mullen Pelton · 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!

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

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