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April 17, 2023
Question

Form 1041 Sell Date

  • April 17, 2023
  • 1 reply
  • 0 views

I've completed a number of sale transactions on 2022 Business Turbo Tax to record the liquidation of my family member's investments to move into an estate account.  The date for all sales is 04/04/2022.  When I run error check on the return I receive an error message on all transactions, whether short term or long term transactions:

 

"Date sold is not a date in the current tax year."

 

I've tried entering the date with the calendar icon and manual entry, but I get the same result.  First tier TurboTax support could not provide a solution and suggested the Community.

 

I would appreciate help.

 

Thanks!

 

 

1 reply

Employee
April 17, 2023

General Info>>>>About Your Trust or Estate.

 

Check to ensure that you have selected the proper tax year (e.g., calendar year, fiscal year (within range), etc.).