My husband complained about the missing brokerage download options in the Estate package.
I have noted and complained about the same issue in the Business / Trust package for several years. I don't see a fix yet.
The TT Business package is supposed to handle trusts but does a very sloppy job. Many straightforward options are missing in the Step by Step tool including typical situations for Trusts with inherited IRAs or Investments.
The Business package should allow downloading 1099-INT, 1099-Div and 1099-R, especially the gain and loss details for investment accounts. We pay a lot more for this package but get less functionality than in the more basic packages.
