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Type of tax return

susan59
Level 1

Is there a way to change an Estate tax return to a Fiduciary Tax Return?

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PhoebeRoberts
Level 11
Level 11

To take a return created in Tax Type = Estate, which generates a 706, and convert it to Tax Type = Fiduciary, which creates a 1041? No.

To change an estate 1040 to some other type of 1041? Yes, in Screen 1 Client Info, Miscellaneous Info, third up from the bottom is Type of Entity.

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