Trust/Estate Returns

[Wahoo2000]

I would like to confirm the following:

1) Turbo Tax DOES NOT make a version of its Business edition for Mac. Currently there is no Mac-compatible Turbo Tax product for trust/estate returns?

2) Can the PC-version of Business automatically import 1099 stock sale information like the Individual version does?

[bluedeb]

1) TurboTax does not have a Mac version of their Business software.

2) No you cannot import them 

(updated)

[Wahoo2000]

You can import them in the BUSINESS EDITION?

[Anonymous_]

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@Wahoo2000 wrote:

You can import them in the BUSINESS EDITION?

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No, the Business Edition has no import capability beyond QuickBooks.

[Wahoo2000]

So to be clear, if I have a trust that is a standalone taxpayer and owns brokerage accounts with significant stock sales, dividends, etc, there is no TurboTax product I can use?

[Anonymous_]

TurboTax Business can be used to prepare a 1041 for a trust, but there is no import functionality for the 1099s you will receive.

[Wahoo2000]

Is there an option to upload stock sales/gains and losses in a CSV, spreadsheet, or pdf format with the TurboTax Business product or do you literally have to manually enter each individual trade?

[Anonymous_]

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@Wahoo2000 wrote:

Is there an option to upload stock sales/gains and losses in a CSV, spreadsheet, or pdf format with the TurboTax Business product or do you literally have to manually enter each individual trade?

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Unfortunately, there is no such option. 

If you have PDF editing software, you could combine other forms (such as Form 8949) with the 8453-FE and attach it to your return in that section of the program, but there is absolutely no guarantee that the IRS will receive the extra form(s) in the proper format.