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New Member
posted Sep 12, 2023 8:43:19 AM

I need someone to help me transfer my information from a 1040 form to a 1041 form. Can you help?

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1 Best answer
Level 15
Sep 12, 2023 8:49:52 AM

Sorry that can not be done.  You have to do the 1041 from scratch.   The 1041 is on the Business program and will not sync or transfer to/from the personal programs.

 

You need to buy Turbo Tax Business, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
https://turbotax.intuit.com/small-business-taxes

 

2 Replies
Level 15
Sep 12, 2023 8:49:52 AM

Sorry that can not be done.  You have to do the 1041 from scratch.   The 1041 is on the Business program and will not sync or transfer to/from the personal programs.

 

You need to buy Turbo Tax Business, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
https://turbotax.intuit.com/small-business-taxes

 

Level 15
Sep 12, 2023 8:57:24 AM

VolvoGirl is correct, but did you actually mean "transfer to a 1041"?

 

It typically goes the other way around; the information from a 1041 is transferred (or input) to a 1040, either via a K-1 or a grantor information statement. 

 

Regardless, if you need to prepare a 1041, you might want to consult with a tax professional.