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Get your taxes done using TurboTax
"Download1099 information from Merrill Lynch Form 1041 in TurboTax Business - Estate?"
I am not doing business. TurboTax has form 1041 in the Business software, which is for an estate. I have 100+ portfolio transactions due to divided reinvestment and liquidation of all. I simply wanted to do what I have done for decades in the Premier version: download the transactions from the Merrill Lynch. You cannot even import from Quicken.
I now know that it cannot be done through TurboTax-Business.
You also, cannot import into form 1041 from Quickbooks. Into other modules in Business, but not form1041.
‎January 7, 2022
2:34 PM
446 Views