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Generating fiduciary Form 8801, Part I in Lacerte

by Lacerte Tax 2023 Updated 8 months ago

If you entered carryover detail for an estate or trust on Screen 37, Minimum Tax Credit (8801), but nothing appears on Form 8801, Part I, you may have to enter the adjusted taxable income.

Follow these steps to generate Form 8801, Part I for an estate or trust:

  1. Go to Screen 37, Minimum Tax Credit (8801).
  2. Locate the Minimum Tax Credit (8801) section.
  3. Enter an amount in Taxable income (adjusted).
    • This amount flows to Form 8801, line 4.

Refer to the Instructions for Form 8801 for information on what to enter for Part I, Net Minimum Tax on Exclusion Items.

Lacerte Tax

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