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Level 2
posted Mar 11, 2024 5:35:35 AM

Form 1041-A not showing up when printing for file?

I am using TurboTax Business to complete form 1041 for an Estate that had $32 K of income.   The Estate took a deduction for a charitable contribution that was paid from the income.   When printing the forms for filing TurboTax is only printing form 1041.  I thought 1041A was required since there is a charitable contribution?  Does this form not apply when it's for an Estate? If Form 1041A is required is Section IV also required?  That section appears to be for trusts only.  Thanks for any assistance.

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1 Replies
Level 15
Mar 11, 2024 7:59:59 AM

You almost certainly do not need the form.

 

Who Must File

The trustee must file Form 1041-A for a trust that claims a charitable or other deduction under section 642(c) unless an exception applies.