How do I file form 1041 for qualified disability trust

k68mckaig · ‎June 4, 2019

My question was not answered. I bought the business turbo tax in order to file the 1041 for a qualified disability trust. No money was taken out of this trust in 2016 but I still need to file. The only options that turbo tax gave me was a simple or complex trust. Very confused and paid $150 for this program. Please help. Thanks

IsabellaG · ‎June 4, 2019

After you enter the basic information about the trust, go to the Federal Taxes tab.

Choose Other.

Under Other Return Info, on Type of Trust, choose Update.

On the screen We've Chosen a Trust Type for You, check This is a different type of trust.

On the drop-down, choose Qualified Disability Trust. See the screenshot.

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IsabellaG · ‎June 4, 2019

After you enter the basic information about the trust, go to the Federal Taxes tab.

Choose Other.

Under Other Return Info, on Type of Trust, choose Update.

On the screen We've Chosen a Trust Type for You, check This is a different type of trust.

On the drop-down, choose Qualified Disability Trust. See the screenshot.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Oldbones · ‎February 18, 2020

Isabella,

I followed your directions but on Form 1041 only Qualified disability trust box is checked. My trust is also a complex trust. The directions say "Check all that apply."

How can I get both boxes to check? It seems the software only allows one to be checked.

Any insight?

How do I file form 1041 for qualified disability trust