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AE-Ong
New Member

How do I complete Turbo tax home and business for a special needs trust with it's own tax id?

Since I have a separate tax id number for my child's special needs trust, I think I have to file the tax return as a separate entity. Turbo tax requires personal information such as a person's name, date of birth, marital status, etc. I tried to bypass it, but in the end it still needs the information to complete. Should I go ahead and put my child's information? Or put mine, since I am the trustee?

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AmandaR1
New Member

How do I complete Turbo tax home and business for a special needs trust with it's own tax id?

TurboTax Home & Business is personal income tax software. For a trust, you'll need a trust tax form 1041, which you can find in TurboTax Business software  HERE.



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AmandaR1
New Member

How do I complete Turbo tax home and business for a special needs trust with it's own tax id?

TurboTax Home & Business is personal income tax software. For a trust, you'll need a trust tax form 1041, which you can find in TurboTax Business software  HERE.



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