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.

lw15
Level 3

IL Fiduciary Form IL-1041 using 2023 versus 2024 Schedule D

Filing calendar year final tax return for a trust in IL using Turbo Tax Business for desktop and the IL Fiduciary state program.  The 2024 Form IL-1041 is being generated but includes the 2023 Schedule D versus 2024 Schedule D.  Tried deleting the Schedule D form and restarting, with same result.  Any recommendations on how to get 2024 Schedule D in the results.

 

The IL-1041 Instructions on the IL Department of Revenue website states:

"2024 Form IL-1041 is for tax year ending on or after December 31, 2024, and ending before December 31, 2025. For tax year ending on or after December 31, 2023 and before December 31, 2024, use the 2023 form. Using the wrong form will delay the processing of your return."

 

However, since using a calendar year (ending on 31 Dec 2024) and Turbo Tax generated the 2024 IL-1041 as expected, it should also include the 2024 vs 2023 Schedule D.

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.

1 Reply
M-MTax
Level 12

IL Fiduciary Form IL-1041 using 2023 versus 2024 Schedule D

You'll probably have to contact customer service to get this resolved unless there is an update in the interim.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question