Can I add or pay to add a Trust Return for a client (Form 1041) to my Proseries Basic edition 2021?

darinmschmidt12 · ‎06-21-2022

If I can add, do I also need to add the capability of doing a K-1 for the Form 1041 or does that come with it?

Just-Lisa-Now- · ‎06-21-2022

You need to log into your Intuit Online account and download/install ProSeries professional.

You can prepare/file 1041 returns on a Pay Per return basis with Professional.. The 1041 return will generate K-1 forms for the beneficiaries if needed.

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