A follow up to my April 18, 2021 message.   I opened a copy of my 2019 return and made certain that the most recent TurboTax updates were installed.   Next I indicated I needed to amend the 2019 return.   As a test I entered $111 for Box 11A of Schedule K-1 in Interview Mode.   Then, in Forms Mode I entered “ED 67(e)” and $555 in Line H in the Other Adjustments to Income Smart Worksheet as described in my April 18, 2021 message.     I did not remove the $111 Schedule K-1 value I had entered for Box 11A via interview mode.     When I opened Schedule 1, “ED 67(e)” and $555 appeared on Line 22.   When I opened the “corrected” Form 1040, $555 appeared on Line 8a.   When I opened Form 1040-X, -$555 appeared on Line 1, Column B, and the value for Line 1 Column C was $555 less than the value for Line 1 Column A.   The $111 I had entered for Box 11A of Schedule K-1 did not appear to make it through to the final forms.   So it appears the procedure I described in my April 18 message does work for amended returns. ... View more

I did not notice that you were doing an Amended 2019 return.     Hopefully, the procedure I described will give you enough information to work with.  ... View more

The following procedure appears to work with 2019 TurboTax Deluxe for Mac (Download Version)     In Forms mode open the Federal 1040/1040SR Worksheet.   Scroll Down to the Schedule 1-Additional Income and Adjustments section.   Go to Part II Adjustments to Income in this section.     Locate the Other Adjustments to Income Smart Worksheet in Part II.     On Line H enter “ED 67(e)” on the line preceding the asterisk and enter the appropriate $$ amount in the line at the far right of Line H.   The “ED 67(e)” and your $$ amount should appear on Schedule 1, Line 22 (the Line 22 shown on the left of Schedule 1), and your $$ amount should be included in the Line 22 total for Schedule 1 (the Line 22 shown at the right) and in Form 1040, Line 8a.     ... View more

I should have mentioned that this update was made in TurboTax Deluxe as well. ... View more

Right.   After TurboTax made this change, I found I needed to remove the Box 11 Code A entry I had previously made through the TurboTax Schedule 1 Worksheet to avoid counting this value twice.   ... View more

Thank you for this reply!     I was struggling trying to force "ED67(e)" and an amount directly into Schedule 1, Line 22 until I zoomed in and took a close and saw that it should be done via the Smart Worksheet. ... View more

Thank you for your informative and very helpful reply. Here is some material I just found in the instructions for Schedule K-1 for 2020 that appears to provide the answer.   START OF BOX 11, CODE A INSTRUCTIONS - -   Box 11, Code A—Excess Deductions on Termination - Section 67(e) Expenses   If this is the final return of the estate or trust, and there are excess deductions on termination that are section 67(e) expenses reported to you as a beneficiary, you may deduct the excess deductions shown in box 11, code A, as an adjustment to income. Report this amount as a write-in on Schedule 1 (Form 1040), Part II, line 22. On the dotted line next to line 22, enter the amount of the expense using the code “ED67(e)”. Include the expense in the total amount reported on line 22.   See Final Regulations - TD9918 , for examples of allowable excess deductions on termination of an estate or trust.   Note. The regulations are applicable for tax years beginning after 2017.   Excess deductions on termination occur only during the last tax year of the trust or decedent’s estate when the total deductions (excluding the charitable deduction and exemption) are greater than the gross income during that tax year. Only the beneficiary of an estate or trust that succeeds to its property is allowed to deduct that entity’s excess deductions on termination. A beneficiary who doesn’t have enough income in that year to absorb the entire deduction can’t carry the balance over to any succeeding year.     END OF BOX 11, CODE A INSTRUCTIONS   Turbo Tax will not let me enter the Box 11, Code A amount into Schedule 1 at this time.   I expect this is one of the areas where Intuit still has work to do since the 2020 instructions for Schedule K-1 are dated Dec. 09, 2020.   Again, thank you for your reply. ... View more