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Fiduciary Income Tax Return

NWeaver
Level 2

Trust is both a simple trust and has a QSST component, which is treated as a grantor trust; instructions to Form 1041 instruct to check both boxes: Simple and Grantor Type Trust.  Does Lacerte provide for this situation?

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sjrcpa
Level 15

Not  the last time I tried. It's been a few years. I had to do 2 returns in Lacerte, mash/override and file on paper.

The more I know, the more I don't know.

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sjrcpa
Level 15

Not  the last time I tried. It's been a few years. I had to do 2 returns in Lacerte, mash/override and file on paper.

The more I know, the more I don't know.