How can I add forms 3800 and 3468 to TurboTax Business Edition? Trust 1041 Return.

[iOne]

How can I file forms 3800 and 3468 using TurboTax Business Edition. for a 1041 using Trust?

This is related to credits for Solar PV installation on rental property per

https://www.thetaxadviser.com/newsletters/2017/oct/credit-residen[product key removed]s.html

And:

https://ttlc.intuit.com/community/state-taxes/discussion/re-can-a-trust-claim-a-solar-tax-credit/01/...

[tagteam]

You can prepare Form 3800 in Forms Mode (start with the worksheet), but the 1041 module in TurboTax Business does not support Form 3468. 

See https://turbotax.intuit.com/small-business-taxes/#tax-forms

[iOne]

That was the secret.  I had to enter forms mode first, then go to Schedule G line 2b and make an entry.

But one mystery remains.  This is rental property, thus passive, which TT already knows.

Box B can't be selected in From 3800 Part III:

As well the amount had to be forced with an override in the "General Business Credit" worksheet:

What's up with that?

Link to: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/solar-tax-credit/00/5548
for Solar use

[tagteam]

Yes, it appears as if you have to do an override on both Line 1 of the worksheet and Box B of Form 3800.

Frankly, the 1041 module in the product is rather basic and intended for relatively simple returns, particularly in Step-by-Step mode.