Get your taxes done using TurboTax

are you downloading as a PDF and then trying to import that - that doesn't work! does the trust have an EIN and are you trying to import to a 1040.  An EIN for the trust prevents import into the 1040

 

 

if import is going to work there should be a link on the file tab that says "import" select that.

then select "from financial institution"

type computershare in search box

click on continue link

 

 

however, it provides for importing into an individual return not a 1041 and you can't use an EIN only an SSN that's linked to the account. This IS NOT a Turbotax issue but a limitation imposed by Computershare.