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omaota
New Member

Does Turbo Tax electronically file either or both 1041 and PA41 for Pennsylvania Simple Testamentary Trust that I am trustee of?

I think Turbo Tax will electronically file 1041 but must I mail a paper PA41 return for Pennsylvania?  
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3 Replies

Does Turbo Tax electronically file either or both 1041 and PA41 for Pennsylvania Simple Testamentary Trust that I am trustee of?

for 1041 you need desktop Turbotax Business. There is no online program for trusts. Technically it's you who e-files the 1041 using TurboTax by clicking the submit icon. someone else will have to answer about PA. 

omaota
New Member

Does Turbo Tax electronically file either or both 1041 and PA41 for Pennsylvania Simple Testamentary Trust that I am trustee of?

Thank-you for answering that I can file the 1041 electronically through Desktop Turbo Tax.  I'm hoping someone can answer that I will also be able to file the PA 41 electronically through Turbo Tax.  Or is Pennsylvania a state that Turbo Tax cannot e-file PA 41?

PatriciaV
Employee Tax Expert

Does Turbo Tax electronically file either or both 1041 and PA41 for Pennsylvania Simple Testamentary Trust that I am trustee of?

You are correct that Form PA-41 must be printed and mailed. According to the TurboTax Business State forms availability table, all Pennsylvania trust forms must be mailed.

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