DanCoc
Level 3
‎05-28-2021 03:38 PM

I need to defer long term capital gains on a Trust return, Form 1041.  I have done this on a 1040, using the Sch D worksheet and the entries come out correctly on both the 8949 and Sch D.  However, on a 1041, I either get error messages or the information doesn't appear correctly on the 8949 as per the IRS instructions.  Any advice would be greatly appreciated.

Thanks, Dan

0 Cheers
wmj145824
Employee
Employee
‎05-28-2021 06:15 PM

We will research this issue. Thank you

0 Cheers
DanCoc
Level 3
‎06-01-2021 08:44 AM

Thank you for your reply, is there a way I can contact you directly?  Do you need any more information on this?  Any idea on turn around time.

Thanks, Dan

0 Cheers
DanCoc
Level 3
‎06-03-2021 03:56 PM

I am just checking back in to see if you have discovered anything or have any information to share.  I have 3 of these returns ready to efile; they are all getting the same error.  Is there another way I can reach out to you, through a phone call?  Thanks, Dan

0 Cheers
sjrcpa
Level 15
‎06-03-2021 04:08 PM

@wmj145824  Dan is following up.


The more I know the more I don’t know.
0 Cheers