Hello - I need to fill out a new Special Needs Trust tax form for a trust I created last year for my disabled brother. Can I simply file a 1041 form with TurboTax?

my disabled brother does not do taxes (he's on disability and doesn't earn enough to file). Is there a way, or a path, to do this in turbotax without filing a standard 1040 form? Thank you.

4304

Level 15

Jun 4, 2019 2:28:20 PM

You can file through TurboTax doing 1041 here. You will, however, need TurboTax business software to do this (which is separate from the personal software).

Click on the link below for this 1041 software.

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

Also, I have an excellent link on Special Needs Trust that should be very helpful for you in doing the 1041:

https://www.specialneedsalliance.org/the-voice/filing-a-tax-return-for-a-special-needs-trust-what-a-...

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Hello - I need to fill out a new Special Needs Trust tax form for a trust I created last year for my disabled brother. Can I simply file a 1041 form with TurboTax?