ProSeries Professional - Fiduciary/1041

Overview
Forms and Schedules
 


Prepare fiduciary tax returns for estates and trusts of all sizes with ProSeries Professional. ProSeries 1041 includes:

Features
  • Customizable fiduciary and beneficiary transmittal letters
  • Easy allocation of amounts to beneficiaries
  • 16 pre-defined IRC elections
  • Support for up to 1,000 beneficiaries
  • Depreciation reports by activity
  • Five-Year Tax History. Import assets from ProSeries/Fixed Asset Manager (sold separately)
  • Import trial balance information from popular accounting packages
  • How-to guide in Help offers advice on preparing a return using the program
  • Integrated state business software is also available.
  • In-Depth Calculations
    • Tentative trust accounting income calculated automatically.
    • Easy allocation of deductions to taxable and tax-exempt income
    • Handles tier-1 and tier-2 distribution, and automatically computes beneficiary allocation percentages
    • Passive activities
    • Supports grantor trusts with unlimited grantor letters
    • NOL and AMT NOL worksheets track net operating losses
    • Foreign Tax Credit and AMT Foreign Tax Credits

* Terms, conditions, features, pricing, support and service are subject to change at anytime without notice.

Buy Now
Unlimited Use $499.00
 
Service & Delivery included
Fiduciary Returns - pay as you go

ProSeries 1041 is also available on a Pay-per-Return (PPR) basis if you have only a limited amount of fiduciary returns to prepare.

Federal 1041: $30 ea.
State 1041: $16 ea.

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*A one-time annual PPR license fee of $250 is applied if no tax unlimited bundles or modules are licensed in conjunction with a PPR order.