topic Transfering file from last year in Get your taxes done using TurboTax

Transfering file from last year

EAH5947 — Mon, 06 Apr 2020 19:18:17 GMT

My husband is a beneficiary of an old A & B

Trust and we have to report Trust income. I thought in past years that I had to use the Business Turbo Tax to do that. Don't I, I can't get past the transfer page now with out entering Business income and we are both retired.

Re: Transfering file from last year

ThomasM125 — Mon, 06 Apr 2020 19:58:56 GMT

You do need the "Business" TurboTax product to file a trust tax return. Have you filed a form 1041 for the trust in the past?

Re: Transfering file from last year

EAH5947 — Mon, 06 Apr 2020 20:41:30 GMT

I am the recipient of the trust income and just file the info not the 1041. I can't get past the transfer of the from from last year. what do i do!!

Re: Transfering file from last year

AmyC — Mon, 06 Apr 2020 22:58:52 GMT

You may need to delete the form from last year. Please see:

How do I view and delete forms in TurboTax Online?

How do I delete a tax form in the TurboTax CD/Download software?

You have a k-1 from the 1041 and need to enter the information. Please see Where do I enter a K-1 that I received? since you will be starting fresh.