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Transfering file from last year
My husband is a beneficiary of an old A & B
Trust and we have to report Trust income. I thought in past years that I had to use the Business Turbo Tax to do that. Don't I, I can't get past the transfer page now with out entering Business income and we are both retired.
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Transfering file from last year
You do need the "Business" TurboTax product to file a trust tax return. Have you filed a form 1041 for the trust in the past?
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Transfering file from last year
I am the recipient of the trust income and just file the info not the 1041. I can't get past the transfer of the from from last year. what do i do!!
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Transfering file from last year
You may need to delete the form from last year. Please see:
How do I view and delete forms in TurboTax Online?
How do I delete a tax form in the TurboTax CD/Download software?
You have a k-1 from the 1041 and need to enter the information. Please see Where do I enter a K-1 that I received? since you will be starting fresh.
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