I need someone to help me transfer my information from a 1040 form to a 1041 form. Can you help?

Forum|Forum|2 years ago
September 12, 2023
1 reply
0 views

No text available

TurboTax Live Full Service Premier

Best answer by VolvoGirl

Sorry that can not be done. You have to do the 1041 from scratch. The 1041 is on the Business program and will not sync or transfer to/from the personal programs.

You need to buy Turbo Tax Business, not to be confused with the personal Home & Business version. Home & Business is just for personal returns that need schedule C for self employment. TT Business is not available to do online or on a Mac. You can buy the Windows Desktop program here,
https://turbotax.intuit.com/small-business-taxes

VolvoGirlAnswer

Employee

Sorry that can not be done. You have to do the 1041 from scratch. The 1041 is on the Business program and will not sync or transfer to/from the personal programs.

Anonymous_

Employee

VolvoGirl is correct, but did you actually mean "transfer to a 1041"?

It typically goes the other way around; the information from a 1041 is transferred (or input) to a 1040, either via a K-1 or a grantor information statement.

Regardless, if you need to prepare a 1041, you might want to consult with a tax professional.