eFile Trump Account Form 4547

[Ernmink1]

I intend to use TurboTax eFile as I typically do every year.  My filing status is Married filing separately. My wife and Step-daughter and Son-in-law file their taxes in a US Territory and therefore do not file US Federal Taxes. I am a Step-grandfather of a child born in 2025 and the only member of the extended family that files Federal taxes. The child is not my dependent.  I have authorization to enroll the child in Trump Account pilot program from his parents (step-daughter & son-in-law) and my wife (child's maternal grandmother).  My understanding of the Form 4547 Rules qualifies me as the Authorized individual to elect to both open an initial Trump account and to request a pilot program.  I also understand that I can initiate Form 4547 when I file my return, which I intend to do using TurboTax eFile.  I understand that a separate Authorization verification process will occur in May-2026 and before the Pilot Program on July 4th, 2026. Because I anticipate that my unique Relationship and Filing Status may require extensive time to verify both my and my step-grandson's eligibility,  I want to initiate the Form 4547 with my Federal tax filing.  How do I access this form and have assurance that it is included with my TurboTax eFile?

[DianeW777]

It's quite new and the form is available. The Trump Account Form 4547 will be offered if you have an eligible dependent on the tax return.

However, if you have a non-dependent and you are the Authorized individual to elect to both open an initial Trump account and to request a pilot program, as you indicated you can send the form by itself using the instructions below (electronic or by mail).

• Form 4547 can be filed at any time, including at the same time as the income tax return is filed. For more information, including whether you can make these elections online beginning in the middle of 2026, go to trumpaccounts.gov
• When and Where to file can be found at the link here: IRS Form 4547 Instructions

@Ernmink1