Filing 1041's for trusts for which I am the truste
on March 16, 2025
Posted by: Redeye56
Very easy, but a couple of issues/questions: 1) Please include state 1041's. I've been using Turbo Tax for years and TT has never include state 1041's for trusts for which I am the trustee
2) When completing the interview portion of my federal 1041, I summarized the stock/fund proceeds and cost bases. TT indicated I would need to include a copy of the brokerage statements. Then, when e-filing, I was never prompted to attach a digital copy of those statements. That seemed strange.