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January 13, 2024
Question

Does Turbo Tax electronically file either or both 1041 and PA41 for Pennsylvania Simple Testamentary Trust that I am trustee of?

  • January 13, 2024
  • 1 reply
  • 0 views
I think Turbo Tax will electronically file 1041 but must I mail a paper PA41 return for Pennsylvania?  

1 reply

January 13, 2024

for 1041 you need desktop Turbotax Business. There is no online program for trusts. Technically it's you who e-files the 1041 using TurboTax by clicking the submit icon. someone else will have to answer about PA. 

omaotaAuthor
January 13, 2024

Thank-you for answering that I can file the 1041 electronically through Desktop Turbo Tax.  I'm hoping someone can answer that I will also be able to file the PA 41 electronically through Turbo Tax.  Or is Pennsylvania a state that Turbo Tax cannot e-file PA 41?

PatriciaV
Employee
January 17, 2024

You are correct that Form PA-41 must be printed and mailed. According to the TurboTax Business State forms availability table, all Pennsylvania trust forms must be mailed.

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