Form 1041: schedule B line 3 is showing a value when data source for this line is zero ( Schedule D line 19 column 1)

[tcc]

Last week, I finished a trust return.  This week, the tax owed/refunded changed in the trust return even though I did not make any changes. Schedule B line 3 has a value while my printout last week, line 3 was blank.  This value comes from Schedule D (Form 1041), line 19, column (1).

Schedule D, line 19, column (1) is blank, or I tried putting 0 for this column  but somehow the error is not going away.  The value I see in Schedule B line 3 is the same value I see in Schedule D, line 19, column 2.

[Just-Lisa-Now-]

Line 19 is the sum of 17 and 18 above it, and you cant enter directly on Line 19, so something above Line 19 has changed in the Sch D worksheet somewhere.

[tcc]

Lisa, you are not understanding what I wrote.

I FINISHED the 1041 return last week.  I DID NOT CHANGE anything in the return BUT the following week, when I went looking why is 8879-FID missing in my printed filing copy, I noticed that the tax owed changed. 

It is because line 3 in Schedule B changed.  if line 19 column 1 is ZERO, then line 3 in Schedule B should be zero.  A ProSeries software update caused the error.  Now my trust return is wrong and can't e-file it.

[PhreD_CO]

I am experiencing same issue with TT for 2024 taxes on Form 1041.  Form 1041, Sched B, line 3 is supposed to pick up data from Sched D, line 19, column 1.  It is not picking up that value, regardless of what values I use to try and force a change.   It just uses Sched D, line 19, column 3 = line 16.  This then has an immediate impact on all downstream calcs.  Any help is appreciated.

[PhreD_CO]

adding on to the above...  The form "Allocation of Deductions for Tax Exempt Income, Line 4, column a, is also supposed to be picking up data from Sched D, Line 19, column 1.  It is not.  It is using data from Line 19, col 3 = Line 16. 

[Just-Lisa-Now-]

@PhreD_CO 

I think you may be in the wrong place...this forum is for tax professionals using Intuit's professional tax software, it appears you may be looking for DIY help.

Please visit the TurboTax Help site for DIY support, they may be able to help you.