How do I file for a Qualified Disability Trust? I only see "simple" or "complex". No money was given to the disabled person this tax year.

[AliciaP1]

A Qualified Disability Trust is reported as a "complex" trust as it is not required to distribute all its income.

[fcintrons]

Where is it in Turbo Tax?  Could use a full answer.

[fcintrons]

Ok.  I already did the work for a complex Trust.  How do I tell the software it is a qualified disability filing?

[AliciaP1]

The EIN of the trust classifies it as a Qualified Disability Trust.  To complete the Form 1041 with TurboTax, you need to include the Trust EIN and mark it as a Complex Trust.  Then enter the activities of the trust without distributions for 2022.

@fcintrons 

[fcintrons]

OK, so this goes back ten years as to what the attorney did to get the EIN?  What if he wasn't so great and didn't file some form or other?

How do I know it was done right?  Seems to me last year was the first time I heard about the Qualified D. Trust and I filed differently.  Thanks, don't mean to be obtuse but I am tired of this unfair tax.  The kid will never make a living and I don't want him eating dog food.  We are not rich people.

Even Intuit takes advantage, they moved the program from Home and Business to Business.  $$  Then they kick you by not having a connection to your broker, like on the much cheaper personal versions.

[AliciaP1]

You can contact the IRS and ask to verify the EIN is classified correctly.  A Fiduciary (Trust or Estate) return has always been part of the TurboTax Business software due to the complexity of the returns and the filing structure including Schedule K-1.  If you would like to contact the IRS to verify your information, you can reference here for information.

@fcintrons