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Question

TurboTax Business IL Schedule D software not allowing me to add additional Trust beneficiaries

Forum|Forum|1 year ago
March 8, 2025
1 reply
0 views

Filing for Irrevocable Trust. Turbo Tax IL State software only allowing one entry for beneficiaries. No add feature and unable to manually enter in the Form section

TurboTax Online

You will need to enter all of the beneficiaries in the General info section of the Business program. Your input here will pull into your state return.

To do this, log back into your TurboTax Business account, and select the tab titled Beneficiary Information.

This will pull up a screen titled Beneficiary Summary. On this screen, you have the option to Add Another Beneficiary.

Once you select that button, you will be able to enter the information for any remaining beneficiaries. Repeat this process until you have added all of the beneficiaries.

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