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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)?

I normally used T Tax Home and Business. Will that work for a 1041?
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3 Replies

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)?

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

@moore-ptd-net

If it is, it is filed next year.

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)?

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-...

 

 

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)?

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

TurboTax CD/Download 2022-2023 System Requirements

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