Regarding the change of address for the Trustee, this is done in two steps.
- First, click on General Info >> About Your Trust or Estate >> Edit the Trustee information and enter the new address.
- Next, check the box for "This information is different..."
Complete Form 8822-B. Note this form must be mailed separately from your tax return.
When you are taken back to the summary page, confirm the Trustee address is correct.
You will need to uncheck the box for "This information is different..." in order to continue. You can confirm Form 8822-B has been created by clicking on the Forms icon in the TurboTax header and look for Form 8822 B in the left column.
Once you are finished reviewing the Trust information, open Form 1041 and check the box under F for "Change in fiduciary's address," if it is not already checked.
This resolves the correct reporting of both the new address and letting the IRS know the address has changed. Be sure to mail Form 8822-B when you file the trust return.
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