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Level 2
posted Mar 24, 2023 11:30:47 PM

How do I get TurboTax to allocate fiduciary return deductions where there is non-taxable income

I am completing a fiduciary tax return form 1041 for an irrevocable trust.  How do I get TurboTax to do the allocation of expenses between taxable and non-taxable income?  Is there a box I need to click?

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1 Best answer
Level 15
Mar 25, 2023 6:53:04 AM

The program can allocate almost all typical expenses between taxable and non-taxable income. Simply enter the figures in the appropriate boxes.

 

3 Replies
Level 15
Mar 25, 2023 6:53:04 AM

The program can allocate almost all typical expenses between taxable and non-taxable income. Simply enter the figures in the appropriate boxes.

 

Level 2
Mar 25, 2023 8:29:28 AM

Thank you tagteam.  That is very helpful.  Is it okay to put the state tax deduction there?  I am trying to allocate my state tax deduction.

Level 15
Mar 25, 2023 6:00:43 PM

Yes.