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New Member
posted Apr 12, 2025 1:24:06 PM

Do I have to enter information right now from a trust account my mom left me when she passed away if I entered it into turbotax in previous years?

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1 Replies
Expert Alumni
Apr 16, 2025 12:44:13 PM

If you had a 1099-R from this trust last year, then normally when you start your 2024 TurboTax return, TurboTax carries over much of the text data from 2023 to 2024. That is, it will normally carry over the fact that you got a 1099-R from X in 2023, so it will put a placeholder for a 1099-R from this same source when you start your 2024 return.

 

Note that numbers like dollar amounts are normally not carried over but TurboTax may sometimes put off to the side the number for last year.

 

So, have you gone into the TurboTax interview (also called step-by-step) to see what TurboTax has done?