With TurboTax Desktop I known that I can import Schwab data directly. But now I'm preparing a trust tax return, form 1041. There's a brokerage account involved, and stock transactions.
I'm not seeing the same option with Turbotax Business.
Is it possible to import the data using TurboTax Deluxe, then somehow transfer it to TurboTax Business? If I can't do this with TT, what other tax preparation software can import brokerage data, for a trust tax return?
