topic Trust/Estate Returns in Get your taxes done using TurboTax

Trust/Estate Returns

Wahoo2000 — Mon, 23 Feb 2026 10:54:53 GMT

I would like to confirm the following:

1) Turbo Tax DOES NOT make a version of its Business edition for Mac. Currently there is no Mac-compatible Turbo Tax product for trust/estate returns?

2) Can the PC-version of Business automatically import 1099 stock sale information like the Individual version does?

Re: Trust/Estate Returns

bluedeb — Thu, 12 Jan 2023 21:30:14 GMT

1) TurboTax does not have a Mac version of their Business software.

2) No you cannot import them

(updated)

Re: Trust/Estate Returns

Wahoo2000 — Thu, 12 Jan 2023 20:43:29 GMT

You can import them in the BUSINESS EDITION?

Re: Trust/Estate Returns

Anonymous_ — Thu, 12 Jan 2023 21:08:30 GMT

@Wahoo2000 wrote:

You can import them in the BUSINESS EDITION?

No, the Business Edition has no import capability beyond QuickBooks.

Re: Trust/Estate Returns

Wahoo2000 — Thu, 12 Jan 2023 22:04:10 GMT

So to be clear, if I have a trust that is a standalone taxpayer and owns brokerage accounts with significant stock sales, dividends, etc, there is no TurboTax product I can use?

Re: Trust/Estate Returns

Anonymous_ — Thu, 12 Jan 2023 22:30:37 GMT

TurboTax Business can be used to prepare a 1041 for a trust, but there is no import functionality for the 1099s you will receive.

Re: Trust/Estate Returns

Wahoo2000 — Sat, 14 Jan 2023 16:51:46 GMT

Is there an option to upload stock sales/gains and losses in a CSV, spreadsheet, or pdf format with the TurboTax Business product or do you literally have to manually enter each individual trade?

Re: Trust/Estate Returns

Anonymous_ — Sat, 14 Jan 2023 17:07:18 GMT

@Wahoo2000 wrote:

Is there an option to upload stock sales/gains and losses in a CSV, spreadsheet, or pdf format with the TurboTax Business product or do you literally have to manually enter each individual trade?

Unfortunately, there is no such option.

If you have PDF editing software, you could combine other forms (such as Form 8949) with the 8453-FE and attach it to your return in that section of the program, but there is absolutely no guarantee that the IRS will receive the extra form(s) in the proper format.