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AmyCB
Level 2
Mar 23, 2023 5:06 PM UTC
Question

Form 8949 for grantor trusts

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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1 reply

sjrcpa
sjrcpa
Level 15
Mar 24, 2023 12:42 AM UTC

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.

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