Good Morning!
I thank you for the answer to my question relating to importing the 2023 Trust 1041 into Turbo Tax. I have another quick question relating to importing brokerage and banking 1099 information into the current preparation of my 2024 Form 1041. I do not have the importing instruction in the 2024 Business TT as normally found in Deluxe and other versions of TT.
My search on TT came up with older comments from 2021 which indicated it was not part of the functionality. I wanted to ensure this was correct since it is several years later and a front line CSR read to me that the 2024 Business TT product allows for importing brokerage and banking information. I tried with some assistance from the CSR deleting and redownload the product without success. She was not tech savvy, nor am I. I am not sure we did this correctly since it was not there after reloading and would like to ask for a confirmation as to whether the 2024 Business should have importation as I need it from outside 3rd parties? If it should be there, can you help me or direct me to tech services at TT or someplace else to get this delated from my programs and reloaded properly to complete the 1041return. Thank you so very much!
Tom Porter
