Form 1041 – Where To Enter A Form 1099-R Distributions reported on Form 1099-R should be reported on line 8 of Form 1041 (Other Income). From the Main Menu...
Form 1041 – Employer Identification Number Every estate or trust that is required to file Form 1041 must have an EIN. An EIN may be applied...
Form 1041 – How To Mark The Return As A Final Return To mark a Form 1041 return for an estate or trust as a final return, from the Main Menu of...
Form 1041 – Charitable Deductions Charitable deductions are gifts that have been made by the estate or trust to qualified charitable entities. These gifts/deductions must...
Form 1041 – Allocation of Expenses for Tax-Exempt Income When preparing Form 1041, after Deductions have been entered but before the Income Distribution Deduction and any Deduction for Estate...
Form 706 – United States Estate (and Generation-Skipping Transfer) Tax Return The executor of a decedent’s estate should use Form 706 to figure the estate tax imposed by Chapter 11 of...
Rehang Acknowledgements – Business Returns “Rehanging” acknowledgements for the transmitting computer may be necessary if your transmitting computer has been changed, or if you know...
Office to Office Transmissions – Business Returns The Office to Office module in the Keystone Tax Solutions Pro program gives you the ability to securely transfer encrypted...
Transmit Business Return(s) Form 8633, Application to Participate in the IRS e-file Program will no longer be accepted. Effective October 1, 2012, applications...
Entering Direct Debit On A Business State Return If a state supports the direct debit option on balance due returns for business e-file, you will have the option...