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After you file
So today I deleted the K1s I had entered as trusts (I have 2 accounts to enter) & re-did them as @Martyr suggests above, entering the Trust info as a Partnership K1 & filling in the fields as indicated. Doing it this way DOES generate the Forms 4797 and 8995 as indicated in the Grantor Letter.
I know this muddies the water again, when we all felt pretty good about the info we had received from Hines about how to enter on Turbo Tax. I THINK we'd be okay either way, but I'd love to hear some feedback from others.
‎April 27, 2021
9:43 AM