Hello,
I need to file 2023 Federal and California state income tax returns for my late mother, who passed away in 2023. I helped her file her 2022 taxes using Mac Desktop Turbotax Home & Business, and I have the .tax2022 file from this to simplify the 2023 taxes.
For her 2023 taxes, as her trust is no longer a living trust, I will also need to file a Trust tax return (forms 1041 & schedule K).
I also will need to file a Gift Tax Return, Form 709, however I've always had to do this on my own and outside of the Turbotax product line.
My question is: Which downloadable Mac TurboTax Desktop product do I need to complete her 2023 returns? Or, although I dislike the online products, which online product must I use?
