Download1099 information from Merrill Lynch Form 1041 in Turbotax Buisness - Estate?

[pierceMD]

PLEASE,  I know all this. I wanted it to IMPORT. I have no need for any help unless you miraculously found a way to import.

[MichelleLO]

The type of import you are trying to do is not supported in TurboTax. TurboTax for Business supports importing from QuickBooks, not a brokerage. Please see here for more information on TurboTax for Business and what features are included with the software. 

For additional questions about your business account or concern with the fees, please reach out to Customer Support via the Contact Us link below.

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[Critter-3]

@pierceMD 

What type of return are you trying to complete ?   A personal or  Corporate return ?   The Premier version could only file a personal return  so did you mean to get the Home & Business version and got the Business version by mistake ? 

[Anonymous_]

@Critter-3 

Unless I severely misinterpreted @pierceMD's posts, it is a 1041 for an estate (so TurboTax Business).

[pierceMD]

"Download1099 information from Merrill Lynch Form 1041 in TurboTax Business - Estate?"

I am not doing business. TurboTax has form 1041 in the Business software, which is for an estate. I have 100+ portfolio transactions due to divided reinvestment and liquidation of all. I simply wanted to do what I have done for decades in the Premier version: download the transactions from the Merrill Lynch. You cannot even import from Quicken.

I now know that it cannot be done through TurboTax-Business.

You also, cannot import into form 1041 from Quickbooks. Into other modules in Business, but not form1041.

[pierceMD]

For clarification:

"Download1099 information from Merrill Lynch Form 1041 in TurboTax Business - Estate?"

I am not doing business. TurboTax has form 1041 in the Business software, which is for an ESTATE. I have 100+ portfolio transactions due to divided reinvestment and liquidation of all. I simply wanted to do what I have done for decades in the Premier version: download the transactions from the Merrill Lynch. You cannot even import from Quicken.

I now know that it cannot be done through TurboTax-Business.

I do believe I bought it by mistake, but it is the correct version of TurboTax. It never dawned on me that the simple procedures I've used would not be available in this more expensive version.