TDS for 1041

Technical topics regarding tax preparation.
#1
PBinNJ  
Posts:
33
Joined:
2-Jan-2015 8:08pm
Location:
New Jersey
Tried for the first time to get transcripts for my 1041 trust client but it seems like it's not available on TaxPros at IRS.Gov E-Services. Am I right? Thanks.
 

#2
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794
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21-Apr-2014 11:29am
Location:
California
For a 1041 - you can not get a "tax return transcript" pulled up on e-services. For a "tax return transcript" Form 1041 is not an option available to retrieve.

Under the "account transcript" option, you need to go down to the last option on the left and hit the down arrow - a list of forms will come up and you'll just need to hit the 1041 (at the top of the list) and you'll be able to at least get the account transcript.

Up to now, that is the best I have been able to find.
 

#3
PBinNJ  
Posts:
33
Joined:
2-Jan-2015 8:08pm
Location:
New Jersey
Thanks for the tip. So yesterday I called the practitioner's hotline because my 2848 failed CAF review on Eservices for the 1041 income. As I always do with 1040 POA's I enter Income on line 3. I fax it to the agent and he tells me for 1041 you have to enter 1099, i.e. Income alone does not work and so he was prohibited from giving me anything. Anyone experience this before? Thanks.
 

#4
sjrcpa  
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6563
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23-Apr-2014 5:27pm
Location:
Maryland
That seems ridiculous and not true. I'd call again. Hopefully the next person has sense.
 

#5
Posts:
794
Joined:
21-Apr-2014 11:29am
Location:
California
Agree - all my POA's for 1041's for Description of Matter have "Income" - Tax Form Number - "1041" and I have no issues.
 


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