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Intuit ProSeries: Preparing 1041 Trust and 706 Estate Tax Returns

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Intuit ProSeries: Preparing 1041 Trust and 706 Estate Tax Returns

Published on ‎10-20-2025 10:09 AM by Moderator

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Description

This 1-hour webinar is designed for both new and current ProSeries users familiar with fundamental program concepts. It aims to reinforce your understanding of business tax return data entry in ProSeries.

The course will cover basic input and common schedules for Forms 1041 (U.S. Income Tax Return for Estates and Trusts), 706 (United States Estate (and Generation-Skipping Transfer) Tax Return), including beneficiary inputs and distributions.

 

By the end of this webinar, you'll be able to:

  • Confidently navigate ProSeries to enter basic input for Form 1041 and manage beneficiary distributions.

  • Understand the nuances of preparing Form 1041 for Grantor Trusts and Split Interest Returns within the ProSeries environment.

  • Efficiently enter basic input for Form 706 and accurately handle beneficiary allocations using ProSeries.

  • Identify key features within ProSeries that simplify the preparation of these specialized tax returns, aiding in your evaluation of the software.

  • Leverage ProSeries functionalities to enhance accuracy and save time in your tax preparation workflow.

 

Who Should Attend?
Anyone new to or considering using Intuit ProSeries to prepare tax returns.

Course Level: Intermediate
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Taxes - Technical
CPE: 1
CE: 1
IRS Course ID: NESGF-T-00224-25-O

 

 

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Starts:
Thu, Nov 6, 2025 01:00 PM CST
Ends:
Thu, Nov 6, 2025 02:00 PM CST
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