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MaryJ
Level 2
September 20, 2025
Question

How do I generate a 1041 trust form

  • September 20, 2025
  • 2 replies
  • 9 views

I have a trust that I need to file a 1041, however I cannot find where  to generate a 1041 in my 2024 Lacerte module.

Help please

Mary Johnson

2 replies

sjrcpa
sjrcpa
Level 15
September 20, 2025

You have to download and install the fiduciary program

The more I know the more I don’t know.
    George4Tacks
    George4Tacks
    Level 15
    September 21, 2025

    https://accountants.intuit.com/support/en-us/help-article/install-products/using-web-setup-install-additional-states-modules/L9dFZucaG_US_en_US?uid=mfszi5yh

    Press the windows button - Type - 2024 Lacerte Web setup - select it as soon as you see it pop up as you type and run it - this will update the program and you can now add all modules you THINK you might want. 

    Answers are easy. Questions are hard!
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