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susan59
Level 1
May 10, 2021
Question

Type of tax return

  • May 10, 2021
  • 1 reply
  • 6 views

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

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1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
May 10, 2021

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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