Not sure what point you say I am missing. First, we have an estate lawyer but he is not a tax lawyer. Second, I know this is not my return. If you have followed my requests, I have moved on to the Business edition because one sibling's CPA is asking for a K-1. Understand you aren't a CPA but what was in your father's trust and what was in this trust could be miles apart. This has a complex trust, first & final, house sold (selling price/cost basis/expenses), a small loss, small amount of property taxes and distribution of what was left split between 5 people. That's it. Problem is the software doesn't explain what should go into a couple fields at all and what goes into one field changes if data goes on the K-1 or all of the dollar fields are left empty. Tried to talk with Turbo but their people do not know anything at this level. I'm on yahoo email but for some reason three people tried to send me some kind of info but it never came through to any inbox, spam or trash. Lastly you say go to an IRS site and I can download it there. What is the IT that I'm supposed to download? Lastly, I'm trying to do this because someone dropped ball in getting this done in a timely manner through a tax person which cannot be done now until after the 18th. Top it off, when we did have a tax person look at this a few days ago they wouldn't without the 1099-S which the realtor forgot to get one to us last year. I had to ask for it and finally got it today.
