In attempting to file a 2025 return for a Grantor Trust, I have discovered several discrepancies in data that is collected vs. what is produced on filing documents. What is the best way to report the errors and to get them corrected timely?
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Grantor trusts can output a weird format. It definitely takes some getting used to.
Can you please let us know what the errors are that you're seeing? It may be that we can help. Certainly if there are errors in the program it helps to know what they are specifically.
Agreed...but I've used Turbotax business each year for this return, and have only encountered errors in this year's distro. The gist is, I populate the grantor's core information (name, address, SSN) when prompted. When asked if the grantor will be signing the return, I choose "no", and populate with my information (trustee). Information that is then produced on federal and state (Pennsylvania) forms shows the grantor's information rather than mine in fiduciary segments. When those segments are manually edited, the printed forms revert back to original (incorrect) versions. Super buggy behavior. I've tried importing last year's file as a starting point and also entering from scratch, both with the same result.
-J-
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