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jd2660
New Member

what version of turbo tax for a Living Trust K1 final tax return?

My Mom died in 2021. She had a Living Trust which contained her home.  We sold the home and had to wait a year post sale for the pro-rated property tax bill (Calif post-death prop 13 issue). We had a tax return done professionally for 2021 and now are going to have her final Estate return done for 2022 by a CPA.  

 

I've been doing my personal taxes for YEARS using Turbo tax (I buy each year's version via a CD at Costco).  

 

What version of turbo tax (CD) do I need to inlcude the K1 form - that I'm going to get from the tax man - on my PERSONAL return?    Thank you for any help you may provide

Best Regards,  jd2660

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what version of turbo tax for a Living Trust K1 final tax return?

If you are using the TurboTax desktop CD/Download editions, any of the editions can be used to enter a Schedule K-1.

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4 Replies

what version of turbo tax for a Living Trust K1 final tax return?

If you are using the TurboTax desktop CD/Download editions, any of the editions can be used to enter a Schedule K-1.

jd2660
New Member

what version of turbo tax for a Living Trust K1 final tax return?

I'm looking for the version for my PERSONAL TAX RETURN.  ot the Estate Return .. Thanks 

jd2660
New Member

what version of turbo tax for a Living Trust K1 final tax return?

THANK YOU !!!

what version of turbo tax for a Living Trust K1 final tax return?

If you will be receiving a Schedule K-1 from a Trust or Estate, the K-1 is entered on your personal tax return.  So, as stated, any of the TurboTax desktop CD/Download editions can be used - https://turbotax.intuit.com/personal-taxes/cd-download/

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