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1041 for an estate

alyle99
Level 3

Hi,

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,

Andrew

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2 Comments 2
George4Tacks
Level 15

https://proconnect.intuit.com/community/forums/searchpage/tab/message?advanced=false&allow_punctuati...

click Articles

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. 


Here's wishing you many Happy Returns
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alyle99
Level 3

Thank you!

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