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Import return data for partial grantor trust

Download and open this spreadsheet.

Complete the following:

Entity Name is informational only. It doesn't have any impact on the import process.

Select the tax year.

Tax Type is for 1041
only.

Locator ID - This is the locator number the data will be imported into. It must already exist in your account.

Next type in or copy in the data for each line.

Once data entry is done, select Create Import File
.

When prompted, select OK
to create the partial grantor import file.

Select OK
again to select the destination folder.

Select a destination folder, and then select OK
and then Yes
to continue.

When the import file completes, select OK
.

Next go into the product and select Returns Processing
, Import/Export
, and then Import
.

Select the following:

Import Type = Tax Return Import

Account

Year = 2023

Tax Type = 1041

Select Browse
and navigate to the file for import.

Select Next
and then Import
.

Review the import report, and then select OK
.