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Level 1
February 28, 2026
Question

Which version needed for trusts?

  • February 28, 2026
  • 2 replies
  • 3 views

Based on info here, it sounds like TT Business (and not  TT Home & Business) is needed in order to file taxes for a trust.  If so, then  two versions would be needed in order to file for both trust and personal taxes: Business, and another TT  (deluxe, premier etc.)?  thanks

    2 replies

    M-MTax
    Level 15
    February 28, 2026

    @user17723075456 wrote:

    ....two versions would be needed in order to file for both trust and personal taxes...


    Yes, TurboTax Business and another desktop product.

    Level 15
    February 28, 2026

    You are correct.  You will need to use TurboTax Business (not home and business) to file the trust return.  Then you would use TurboTax Premier Desktop or higher (or Premium Online) to enter the K-1 that comes from the trust. 

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