turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!

Good morning! I'm working on my first 1041 tax return for the trust account of my late wife. I easily entered the first two capital gains from one brokerage account but cannot proceed beyond that to enter a capital gain from another broker. There's no "jump to another XXX" as there is on TurboTax 1040 for our joint account. What am I missing here? Thanks - Dan

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies
DaveF1006
Expert Alumni

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!

You can add multiple transactions in the program. After you completed the information from the first broker, you will be taken to a summary page reporting the transaction,  From the summary page, select the blue button at the bottom left of the page that says add another account.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!

You need to click the Update button if you're at the home screen first.

 

Untitled.png

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!

I like working with the forms. This is on the Step-by-Step option? Thanks - Dan

 

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!


@slowreader wrote:

I like working with the forms. This is on the Step-by-Step option?


Yes, you should try using Step-by-Step before resorting to Forms Mode.

1041 SCHEDULE D ALLOWS ME ONLY TWO ENTRIES!

Hmmm . . .

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question