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Get your taxes done using TurboTax
Clearing Cache and cookies does nothing. It is a program bug. I found a work around. Go into the forms rather than step-by-step and eliminate all k1's and references to beneficiaries. Then g back into step-by-step. This time the beneficiaries will be created correctly. In general in trusts the beneficiaries do not change from year to year, but occasionally they do, and this creates a massive headache in the current version of TurboTax, but the workaround above fixes the problem. Please let me know when the code has been corrected as well and I will download the upgrade.
Regards
Otto
‎April 15, 2025
1:57 PM