Thanks so much to all of you for your help and advice. I now believe that I should have addressed all of this from a bigger picture perspective, rather than simply focusing on the inherited alone. I live in one state and am dealing with the small estate of my brother who died last June in another state. My sister is the executor (aka personal representative) and we share the proceeds equally between us. The estate tax return has yet to be completed for that state; and, accordingly, I do not have all the estate information as of now. Hopefully, it will be completed in the near future and I'll be able to complete my federal, home state, and the other state returns soon. If not, I'm considering filing estimated returns. It now occurs to me that it is best to upgrade to Premium to help guide me through all of this. Is that the case? If I do upgrade now, will upgrading via my existing "downloaded" Deluxe version preserve and bring over the data I have entered so far into the upgraded version return? Thanks in advance for your help.
