Generating fiduciary Form 8801, Part I in ProConnect Tax

If you entered carryover detail for an estate or trust under 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 Input Return ⮕ Credits
2. Select Minimum Tax Credit.
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.