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March 26, 2023
Solved

TT Business 2022 is not holding my beneficiary changes

  • March 26, 2023
  • 1 reply
  • 0 views

I am attempting to change the beneficiaries of the trust but the list changes back to an original beneficiary (now deceased) removing one of the four added beneficiaries.  How can I fix this?

 

Delete A

Add B, C, D, E

 

Go to other items and come back to beneficiary list and A is there and one of B,C,D,E is not.

Best answer by Anonymous_

Did you transfer in a return from 2021?

 

I have a test copy of TurboTax Business and have been unable to reproduce your result.

 

Ttry deleting the K-1 in Forms Mode.

1 reply

Employee
March 26, 2023

Did you transfer in a return from 2021?

 

I have a test copy of TurboTax Business and have been unable to reproduce your result.

 

Ttry deleting the K-1 in Forms Mode.

bill17Author
March 26, 2023

Yes, I did transfer in a return from 2021.  A was the beneficiary for that year but now B, C, D and E are the beneficiaries due to A's death in 2022.

 

I will try deleting the K1 in forms mode.

 

Thank you.