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1041 for an estate

Level 3


I am working on a 1041 for an estate and I need some training on how to do it in ProConnect. Any recommendations on videos, other materials, or if someone can walk me through it?  It is a pretty simple return with only CD interest and a house sale with no Capital Gains but it is my first one so I could use some guidence.

Thank you,


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2 Replies 2
Level 15


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You may find some help here https://proconnect.intuit.com/tax-online/training/

My biggest hint is to work from looking at the forms in Check Return. Find the entry spot (line or box) and click on that. It should take you right to the input for it. 

The house sale is in Dispositions. 

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Level 3

Thank you!

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