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February 20, 2024
Question

Trust return won't generate k-1. all grantor info is entered

  • February 20, 2024
  • 1 reply
  • 0 views
Message says "To generate schedule k-1 PDFs, Please add partner/shareholder information to your return."  I did but it keeps posting that message.

1 reply

PatriciaV
Employee
February 20, 2024

Please confirm you see "About Your Trust or Estate" when you click the General Info Tab in TurboTax Business. Did you enter the beneficiary information from the next tab? Or is this a Grantor Trust?

 

 

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Reetz0Author
February 20, 2024

This is a grantor trust, and i do see all the correct info under that tab is indeed entered.

Employee
February 20, 2024
No text available