ProConnect HelpIntuit HelpIntuit

Generate Form 8855 in the 1041 module of ProConnect Tax

SOLVEDby Intuit2Updated September 18, 2023

To generate Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate: 

  1. Go to Input Return Misc. Forms Election for QRT/Form 8855
  2. Use the overrides if the information is different than Client Information. Skip to Step 3 if the information is the same as already entered. Your override options are:
    • Name of estate (or filing trust) [O]
    • Address of estate (or filing trust) [O]
    • City, state, ZIP code of estate (or filing trust) [O]
    • EIN of estate (or filing trust) [O]
    • Type of entity prior to the election: 1 = domestic estate, 2 = foreign estate, 3 = domestic trust, 4 = foreign trust [O]
  3. Enter the Name of decedent.
  4. Enter the SSN of the decedent.
  5. Enter the Date of death of decedent.
  6. Enter the Name of executor (or filing trustee).
  7. Enter the Date of executor's appointment.
  8. Click on Qualified Rev. Trust 1 from the top left navigation panel.
  9. Enter the Name of trust.
  10. Enter the Name of trustee.
  11. Enter the Address of trust.
  12. Enter the City, State, ZIP code of trust.
  13. Enter the EIN of trust.
  14. Click the plus sign to add additional Revocable trusts.

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

Dynamic AdsDynamic Ads