" If I can't do this with TT, what other tax preparation software can import brokerage data, for a trust tax return?"
TurboTax Business can only import data from QuickBooks; it cannot import tax reporting statements from financial institutions.
I know two major consumer-level tax prep software companies that do not support importing data from Schwab (one does not support importing 1099-B forms from any firm). There is another consumer-level tax preparation company that presumably supports importing 1099 data into its business program, but I have heard that the imports typically result in a big mess.
