You cannot override the name of the trust in TurboTax online, unfortunately. You can only override and use the state-preferred name for the trust in the desktop version of TurboTax.
You will need to download the Desktop version and once the data is entered into the desktop version and you are satisfied that the information contained is the same as you have in the online version you can begin to make the change you need.
Once in the desktop version, click on State Taxes, and Pennsylvania should appear. Once you are in the PA section go up towards the top right and click on "Forms". Once the forms are shown please follow these steps:
- The forms list on the left will show all the forms that are part of your return. Scroll down to the PA section and locate Est/Trust Wks first and click there.
- The worksheet should show the Estate name as you entered it on the Federal side. Click in the line that contains the name of the trust.
- Click at the top left corner on "Edit", and then "override". Type in the name that PA will accept.
- Once the worksheet has the trust renamed click on the left again right below the Wks and click on Sch J and repeat the override steps.
This should fix the naming issue and allow you to file your return.
@linkmendall
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