iOne
Level 4

Bug: TurboTax Desktop Business for Trusts 1041 and form 1099-R

I'm using TurboTax Desktop Business for a return  for a family trust (from 1041).  This involves a 1099-R.

 

When I search for help I'm directed to jump to the "1099-R" section, but there is no such section.

 

How can I give feedback to TT that 1099-R is a common form for family trusts, the supposed target of TT Business?

‎September 14, 2022 9:34 AM
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tagteam
Level 15
Level 15

Get your taxes done using TurboTax

You have to enter the taxable amount as miscellaneous income as shown in the screenshots below.

 

TTBiz1099R1.pngTTBiz1099R2.png

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‎September 14, 2022 9:47 AM
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tagteam
Level 15
Level 15

Get your taxes done using TurboTax

@iOne wrote:

How can I give feedback to TT that 1099-R is a common form for family trusts, the supposed target of TT Business?

Feedback on this issue has been given (and generally ignored) for a number of years, similar to the inability of the program to import 1099-B, and other, tax statements.

‎September 14, 2022 9:48 AM
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