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everypennycounts15
everypennycounts15
Level 2
July 1, 2021
Question

transfer 2018 1040 to 2019 1041

  • July 1, 2021
  • 1 reply
  • 23 views

I am trying to transfer a deceased clients 1040 info into a 1041 trust.  Can i do that with proseries

    This topic has been closed for replies.

    1 reply

    PATAX
    PATAX
    Level 12
    July 1, 2021

    I don't think so but I am not sure... I do not think you can transfer from one module into another for a client... Just my opinion

      everypennycounts15
      everypennycounts15Author
      Level 2
      July 1, 2021

      Thank you.  I know you can transfer from 1120 to 1120S and others but I can't find anything for 1040 to 1041.   ughhhh

        PATAX
        PATAX
        Level 12
        July 1, 2021

        You are welcome... someone should be able to answer that question for you on this forum so I would just wait a little bit for the answer... it would be nice if we could call customer support and get competent answers in a prompt manner....

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