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EAH5947
Returning Member

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.

3 Replies
ThomasM125
Employee Tax Expert

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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EAH5947
Returning Member

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!!

AmyC
Employee Tax Expert

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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