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New Member
posted Jun 4, 2019 9:57:49 PM

Form 1041 line 20 exemption - I was expecting the trust exemption to be $300 but it autofills 100. Is this a mistake, if so, how can I correct it.

I reviewed the IRS directions and for a trust that distributes all it's income, the exemption continues to be $300.

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1 Best answer
Level 15
Jun 4, 2019 9:58:16 PM

"Is this a mistake, if so, how can I correct it."

If the trust instrument requires that you, presumably as trustee, distribute all of the income currently, then the trust is entitled to a $300 exemption, regardless of whether the trust distributes additional amounts.

The problem is TurboTax assumes the trust is entitled to a $100 exemption if the trust is a complex trust and a $300 exemption if the trust is a simple trust and that is incorrect. You can, however, change the $100 exemption amount in Forms Mode by simply entering "300" in place of "100" directly on Form 1041 (see screenshot). 

5 Replies
Level 15
Jun 4, 2019 9:58:16 PM

"Is this a mistake, if so, how can I correct it."

If the trust instrument requires that you, presumably as trustee, distribute all of the income currently, then the trust is entitled to a $300 exemption, regardless of whether the trust distributes additional amounts.

The problem is TurboTax assumes the trust is entitled to a $100 exemption if the trust is a complex trust and a $300 exemption if the trust is a simple trust and that is incorrect. You can, however, change the $100 exemption amount in Forms Mode by simply entering "300" in place of "100" directly on Form 1041 (see screenshot). 

New Member
Jun 4, 2019 9:58:18 PM

Turbo Tax also ADDS that number to income.  Shouldn't an exemption be subtracted from income?

Level 15
Jun 4, 2019 9:58:20 PM

Yes, and TurboTax subtracts the exemption (along with other deductions) from Line 9, Total income.

Level 2
Jun 4, 2019 9:58:21 PM

My 1041 leaves line 20 blank.  This is for an estate.  Why doesn't TT give me the $600 exemption?

Level 15
Jun 4, 2019 9:58:22 PM

Enter Forms Mode and look at your 1041. Make sure the correct box is checked.