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Understand that TurboTax Business is really bare bones and programmed for the typical scenarios in terms of trusts and estates.    If you need to make a specific allocation that is atypical, you need to know what you're doing and use Forms Mode to do so. Frankly, there have been several scenarios over the years which absolutely required Forms Mode in order to complete an accurate 1041.    It may be expensive to use a service (tax professional, accountant, attorney, et al), but that would ensure the return is prepared and filed correctly and, frankly, those of us who draft trusts are aware (or should be) that an expense is involved with ensuring the proper distribution of income and assets as well as account maintenance (including state and local taxation issues). 

Nous ne pouvons pas vous téléphoner, cependant vous pouvez nous rejoindre.   Veuillez rejoindre le service à la clientèle pour vous aider avec le partage d'écran  ou escalader à un niveau supérieur pour résolution, au besoin.    Composez le 1-888-829-8608. Faites le 8 pour le service en français. Ensuite 0 et encore 0. Lorsqu'on vous demande si vous voulez un texto ou un courriel, dites 'non'. Le robot vous demande ensuite votre prénom, ensuite votre nom de famille, et vous serez transféré à un agent:   Pendant la période des impôts de l’ouverture du service IMPÔTNET de l’ARC le 23 février 2026 à la date limite de production normale (30 avril 2026), nous sommes disponibles 7 jours sur 7 durant les heures suivantes :   De 9 h à minuit  pour le soutien en anglais De 9 h à 21 h pour le soutien en français   Merci de choisir TurboÎmpôt.

Les versements anticipés  de plusieurs crédits se trouvent sur le Relevé 19 que vous devriez avoir reçu ou recevoir bientôt.  Avec TurboImpôt en ligne, vous n'avez pas accès aux formulaires.   Cliquez sur Déclaration de revenus 2025. Tapez Relevé 19 dans la barre de recherche et sélectionnez Relevé 19.      Entrez vos informations.     Merci de choisir TurboImpôt

There may be a Form 2555 included on your return, if there is delete the form   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   Note - There may be multiple pages of your tax return forms and schedules so click on the page number or right arrow (>) shown at the bottom of the federal tax return forms.

Thanks for the advice, I wasn't trying to be dishonest, I was thinking of experimenting to see what TT would do with the deletion, through the review process, still trying to find where it is reported. I couldn't see how to delete it from the form, however. I have since found a couple of 1099-MISC forms TT has found, that do not appear in the paperwork I received. I am working with a new institution; I obviously have more work to do before I can file!

Yes, and here is the flow on how to enter.   Go to Federal > Wages & Income > Interest and Dividends. Select 1099-DIV and either import your Vanguard data or enter it manually. Check the box that says "My form has info in more than just these boxes" (usually at the bottom of the entry screen). Enter the amount from Box 7 (Foreign Tax Paid) exactly as it appears on your statement. After entry, there is a followup screen that appears that is labeled "Tell Us About Your Foreign Dividends" Then it asks for a Foreign Dividend Amount Here you would check your supplemental disclosure forms that came from your brokerage. In the disclosure, it will list the actual foreign dividend amount that was taken OR list a percentage of total ordinary dividends reported in Box 1A of the 1099 DIV. Here you will record the amount. If the disclosure is listed as a percentage, you will need to multiply the percentage by the amount listed in Box 1A of the 1099 DIV to record on the form.