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Level 2
posted Mar 24, 2023 10:57:34 PM

How can I transfer the K-1 data from my fiduciary TurboTax to my personal TurboTax automatically?

I am using turbotax for business.  I am creating a form 1041 irrevocable trust tax return.  How do I link the data on the K-1 to my personal tax return so that it transfers over automatically?

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1 Best answer
Level 15
Mar 25, 2023 6:27:23 AM

TurboTax products do not support an automatic transfer (or linkage) for a K-1 (1041).

 

You have to enter the information from the K-1 manually.

1 Replies
Level 15
Mar 25, 2023 6:27:23 AM

TurboTax products do not support an automatic transfer (or linkage) for a K-1 (1041).

 

You have to enter the information from the K-1 manually.