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ScruffyCurmudgeon · ‎January 8, 2024

@DMaxTennis
Start a NEW ESTATE RETURN

In answer to "Is this the Estate's Final Return?" Click No and Continue

Now before anything else, go to Forms Mode by clicking in the upper right of the top menu "Forms"

Now in Forms Mode, in the left-hand navigation list of forms, click "Information Worksheet"

On the Worksheet , Click Fiscal Year and insert 3 for Ending month, note that you either already have supplied the Identifying Information or if not, and slots are showing missing and you will enter that after completing this step.

Now look at the incomplete Form 1041 (no worries, example uses last year)

Note that the dates are a 12-month Fiscal Year starting on March 1 (disregard the "23" - example only)

Now Click Step-by-Step and proceed

If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67

NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3

- Just donating my time
**Say Thanks by clicking the thumb icon in the lower left corner -it means nothing but makes those than answer feel wanted.