My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?

Level 15

Nov 13, 2022 4:07:50 PM

depending on the size of her estate, an estate tax return may not be necessary.

If it is, it is filed next year.

Level 15

Nov 13, 2022 4:50:48 PM

You will also need Turbo Tax Business.

The small business program (TT Business) is for 1120 Corporation, 1120S Corp, 1065 Partnership or 1041 Estate/Trust returns and will not do your personal 1040 return. It is a separate program from the Desktop Home & Business program or the Online Self Employed version.

Turbo Tax Business is not available to do online or on a Mac. You can buy the Window's version here. And you can have both TT Business and TT Home & Business (or any personal version) installed on your computer at the same time.

https://turbotax.intuit.com/small-business-taxes

Desktop Windows System Requirements

https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-windows-software/00/26175

Level 15

Nov 13, 2022 4:53:16 PM

You might need to upgrade your computer. 2022 Desktop System Requirements

TurboTax CD/Download 2022-2023 System Requirements

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My Mother passed in 2022. I need to file a return for her , along with my own returns). Which version of T Tax do I need to do her return and her estate (form 1041)?