AmyCB
Level 1
03-23-2023
12:06 PM
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I just noticed in the Form 8949 instructions, under "What's New" it says "Estates and trusts. Both grantor and non-grantor trusts must use Form 8949." When I try to prepare a Form 8949 for a grantor trust, Proseries is carrying it to page 1 of the 1041, and of course generating an error. Has anyone else come across this and have a solution?
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sjrcpa
Level 15
03-23-2023
07:42 PM
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Don't complete it for the 1041.
Attach a statement to the grantor letter with all the pertinent info. The Grantor will put on the 8949 on their 1040.
The more I know the more I don’t know.
